Kotak Mahindra Bank—Platinum Banker-Business Banking-Outbound-Branch Banking-Service

Job description

Description: As a Platinum Banker, you will be responsible for managing and growing a portfolio of high-value business clients. Your primary focus will be on outbound activities, including proactive outreach, relationship building, and cross-selling our bank's products and services. You will be a key player in delivering an exceptional banking experience to our business customers. Requirements: - Bachelor's degree in Business, Finance, or a related field preferred. - Minimum 2 years of experience in a similar role, preferably in business banking or a related industry. - Strong sales and relationship management skills, with a proven track record of achieving targets. - Excellent communication and interpersonal skills, with the ability to build rapport with clients. - Proficiency in using banking software and tools for client management and transaction processing. - Ability to work independently and manage a high volume of client interactions. - Analytical skills to interpret financial data and make informed recommendations. - Flexibility to adapt to changing business needs and priorities. - Strong work ethic and a customer-centric approach. - Willingness to undergo training and stay updated on industry trends. Responsibilities: - Build and maintain strong relationships with business clients, understanding their financial needs and goals. - Proactively identify and pursue new business opportunities through outbound calls, meetings, and networking events. - Cross-sell and up-sell Kotak Mahindra Bank's products and services, including loans, deposits, investment solutions, and more. - Provide personalized financial advice and solutions to business clients, ensuring their satisfaction and loyalty. - Stay updated on market trends, industry developments, and competitor offerings to enhance your sales strategies. - Collaborate with other teams within the bank to ensure a seamless and efficient customer journey. - Maintain accurate records and documentation of client interactions and transactions. - Ensure compliance with all regulatory and internal policies and procedures. - Participate in team meetings and contribute to the overall success of the Business Banking team. - Represent Kotak Mahindra Bank professionally and positively in all external interactions.