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Full-time
bachelor degree
Posted 56d ago
Apply by Jul 17
~40 hrs/week
Responsibilities
Manage and grow relationships with high-value household clients by providing tailored financial solutions and investment strategies. Proactively engage potential clients through outbound sales channels to achieve business growth and sales targets.
Requirements
Requires 3-5 years of experience in relationship management or private banking with a strong track record in sales. A bachelor's degree in finance, business, or economics is preferred.
Full job description
Kotak Mahindra Bank Ltd is seeking an Elite Banker to manage and grow relationships with high-value household clients. This role focuses on outbound sales and relationship management within the branch banking division.
The Elite Banker-Household-Outbound role is a critical position within our Branch Banking-Relationship Management department. You will be responsible for developing and maintaining strong relationships with high-net-worth individuals and their families, offering tailored financial solutions and exceptional service. This role requires a proactive and sales-oriented approach, with a focus on outbound client engagement and business development.
Responsibilities
Build and manage a portfolio of high-value household clients, understanding their financial needs and goals.
Proactively reach out to potential clients through various outbound sales channels, including cold calling, networking, and referrals.
Develop and present customized financial solutions, investment strategies, and banking products to meet client requirements.
Maintain regular communication with clients, providing updates on market trends, investment performance, and new product offerings.
Collaborate with other relationship managers and specialists to deliver a holistic banking experience to clients.
Conduct thorough financial needs analysis and provide advice on wealth management, investment planning, and estate planning.
Stay updated with industry trends, market developments, and regulatory changes to offer relevant and compliant financial solutions.
Attend networking events, seminars, and client appreciation functions to enhance client relationships and expand the network.
Ensure compliance with all banking regulations and internal policies while managing client accounts.
Achieve individual and team sales targets, contributing to the overall growth of the branch and the bank.
Qualifications
A bachelor's degree in finance, business, economics, or a related field is preferred.
Minimum 3-5 years of experience in relationship management or private banking, preferably with a focus on household clients.
Strong sales and business development skills, with a proven track record of achieving sales targets.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with high-net-worth individuals.
A deep understanding of financial markets, investment products, and wealth management strategies.
Ability to work independently and manage a diverse portfolio of clients effectively.
Proficiency in using banking software and CRM systems for client relationship management.
Analytical skills to interpret financial data and provide tailored investment advice.
Strong organizational skills and attention to detail.
A self-motivated and results-driven approach to work.
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
Industry
Banking
Company size
10,001+ employees
Founded
1985
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,618,970
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE
How many Finance & Accounting jobs are open in Ahmedabad, India right now?
There are currently 293 open finance & accounting positions in Ahmedabad, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Ahmedabad, India?
Companies currently hiring include Kotak Mahindra Bank, IDFC FIRST Bank, Bajaj Auto Ltd, Digitide, Kraft Heinz, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Ahmedabad, India?
Yes — 6 of the 293 open finance & accounting positions offer remote or hybrid work (3 remote, 3 hybrid).
How do I apply for Finance & Accounting jobs in Ahmedabad, India?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.