Walk In Drive | Platinum Rm | Noida/ Gr. Noida/ Ghaziabad Location @ Kotak Mahindra Bank

Job Description

Platinum Relationship Manager

Key Responsibilities

• Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
• Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
• Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
• Business Development: Acquire new HNI clients through referrals, cold calls, and networking.
• Revenue Focus: Deliver on asset, liability, and investment revenue targets.

Key Skills Needed

• Excellent communication & relationship-building skills.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).
• Ability to handle clients with discretion & professionalism.
• Sales orientation with a customer-first approach.

Eligibility & Experience

• Graduate / MBA preferred.
• Typically 4 - 10 years of banking / wealth management experience.
• Prior experience in handling affluent / HNI customers is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets
• Understanding of Mutual Funds and Insurance is an added advantage.

Interview Details

Contact Person : Aatish Verma (HR)

Venue : Kotak Mahindra Bank, Noida Sec 63 Branch (Near Noida Electronic City Metro Station)

Date & Time : 10th Sept Wednesday - 11:00 AM - 2:00 PM

Note : Candidates should carry updated CV and be in formal attire.

Looking forward to meet You!

Thanking You!

Team HR

Kotak Mahindra Bank

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Keyskills:   HNI Casa Acquisition Saving Account CASA NRI Retail Liabilities OD Field Sales HNI Acquisition Current Account Branch Banking