Company Description
Kotak Mahindra Bank, part of the Kotak Mahindra Group, is one of India's premier financial services organizations. Established in 1985, it transformed into a bank in 2003, becoming India's first non-banking financial company to achieve this milestone. Offering a comprehensive suite of financial services including commercial banking, stockbroking, mutual funds, insurance, and investment banking, the organization caters to both individual and corporate clients. With an extensive presence across India and international offices in key global cities such as London, New York, and Dubai, Kotak Mahindra Bank is dedicated to meeting diverse financial needs. For more details, visit our website.
Role Description
The Platinum Banker Outbound role is a full-time, on-site position based in Salem, WV. The role involves proactively reaching out to high-net-worth individuals (HNWIs) to enhance their banking experience, providing advisory services tailored to their financial needs. You will be responsible for relationship management, cross-selling a range of banking and financial products, and ensuring superior customer satisfaction. Key responsibilities also include monitoring client accounts, building long-term relationships, and achieving sales and service targets while maintaining the highest standards of integrity and confidentiality.
Qualifications
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