Platinum Banker-Business Banking-Outbound-Branch Banking-Service

Job description

We are seeking a Platinum Banker to join our Business Banking team, focusing on outbound activities. The role is based in our Branch Banking-Service department, offering an exciting opportunity to drive business growth and provide exceptional customer service. 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. 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. Qualifications • 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.