Home › Companies › Hcbt Fa Em2 Oraclecloud Com CX 1001 › Platinum Banker-Household-Outbound-Branch Banking-Relationship Management
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management
Hcbt Fa Em2 Oraclecloud Com CX 1001 · 4260-Gurgaon-SCO 91-Sector -22-Urban Estate-Gurgaon-Br-HAR, Gurgaon, Haryana, IN · On Site · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Hcbt Fa Em2 Oraclecloud Com CX 1001 |
| Title | Platinum Banker-Household-Outbound-Branch Banking-Relationship Management |
| Normalized title | - |
| Department / team | Consumer Bank |
| Location | Haryana, IN, United States |
| Work model | On Site |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-20 / 2026-06-20 |
| Changed / last seen | 2026-06-20 / 2026-06-21 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Hcbt Fa Em2 Oraclecloud Com CX 1001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Haryana. | Open |
| Department jobs | Active postings in Consumer Bank. | Open |
| Work model jobs | Active On Site postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Hcbt Fa Em2 Oraclecloud Com CX 1001 |
| Source | 42b3f092-386b-4cef-bee6-769500b5fb27 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
As a Platinum Banker for Kotak Mahindra Bank Ltd, you will be responsible for developing and maintaining strong relationships with high-net-worth individuals and their families. Your primary focus will be on outbound sales, proactively reaching out to potential clients and offering customized financial products and services. You will be the primary point of contact for your assigned clients, ensuring their financial needs are met and exceeded.
Responsibilities
Build and maintain a robust network of high-value customers through proactive outreach and relationship building.
Understand client needs and offer tailored financial solutions, including investment opportunities and wealth management strategies.
Stay updated with market trends and industry developments to provide accurate and timely advice to clients.
Collaborate with other bank departments to ensure seamless delivery of services and a superior customer experience.
Achieve and exceed sales targets by identifying and converting potential leads into loyal customers.
Maintain accurate records of client interactions, transactions, and financial data, ensuring data privacy and security.
Provide regular updates and reports to senior management on sales performance and client relationship status.
Attend industry events, conferences, and networking opportunities to represent the bank and expand your professional network.
Stay compliant with all regulatory requirements and bank policies, ensuring ethical practices at all times.
Qualifications
A bachelor's degree in finance, business administration, or a related field is preferred.
Minimum 3 years of experience in relationship management or sales, preferably in the banking sector.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with high-value clients.
Strong sales and negotiation skills, with a proven track record of achieving sales targets.
In-depth knowledge of financial products and services, including investment options and wealth management strategies.
Ability to work independently and manage a diverse portfolio of clients effectively.
Proficiency in using CRM systems and other banking software for client relationship management.
Analytical skills to interpret financial data and provide insightful recommendations to clients.
A self-motivated and results-driven approach, with a passion for delivering exceptional customer service.
Willingness to stay updated with industry trends and continuously enhance professional skills.
Full job record
| Job ID | 06e6e0ccef0919bef5d4f0a21541f15961389b81 |
| Org ID | f2c53ceb-13bb-400f-b4ec-1c0119699d2c |
| Source ID | 42b3f092-386b-4cef-bee6-769500b5fb27 |
| Board ID | 42b3f092-386b-4cef-bee6-769500b5fb27 |
| Provider | oracle_hcm |
| Provider Job Key | 238234 |
| Title | Platinum Banker-Household-Outbound-Branch Banking-Relationship Management |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | 4260-Gurgaon-SCO 91-Sector -22-Urban Estate-Gurgaon-Br-HAR, Gurgaon, Haryana, IN |
| Department | Consumer Bank |
| Team | — |
| Employment Type | full_time |
| Workplace Type | on_site |
| Remote Policy | — |
| Country | United States |
| Region | IN |
| City | Haryana |
| Salary Raw | Description As a Platinum Banker for Kotak Mahindra Bank Ltd, you will be responsible for developing and maintaining strong relationships with high-net-worth individuals and their families. Your primary focus will be on outbound sales, proactively reaching out to potential clients and offering customized financial products and services. You will be the primary point of contact for your assigned clients, ensuring their financial needs are met and exceeded. Responsibilities Build and maintain a robust network of high-value customers through proactive outreach and relationship building. Understand client needs and offer tailored financial solutions, including investment opportunities and wealth management strategies. Stay updated with market trends and industry developments to provide accurate and timely advice to clients. Collaborate with other bank departments to ensure seamless delivery of services and a superior customer experience. Achieve and exceed sales targets by identifying and converting potential leads into loyal customers. Maintain accurate records of client interactions, transactions, and financial data, ensuring data privacy and security. Provide regular updates and reports to senior management on sales performance and client relationship status. Attend industry events, conferences, and networking opportunities to represent the bank and expand your professional network. Stay compliant with all regulatory requirements and bank policies, ensuring ethical practices at all times. Qualifications A bachelor's degree in finance, business administration, or a related field is preferred. Minimum 3 years of experience in relationship management or sales, preferably in the banking sector. Excellent communication and interpersonal skills, with the ability to build rapport and trust with high-value clients. Strong sales and negotiation skills, with a proven track record of achieving sales targets. In-depth knowledge of financial products and services, including investment options and wealth management strategies. Ability to work independently and manage a diverse portfolio of clients effectively. Proficiency in using CRM systems and other banking software for client relationship management. Analytical skills to interpret financial data and provide insightful recommendations to clients. A self-motivated and results-driven approach, with a passion for delivering exceptional customer service. Willingness to stay updated with industry trends and continuously enhance professional skills. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://hcbt.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/238234 |
| Apply URL | https://hcbt.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/238234 |
| First Seen At | 2026-06-20 12:05:51Z |
| Last Seen At | 2026-06-21 12:13:57Z |
| Last Checked At | 2026-06-21 12:13:57Z |
| Last Changed At | 2026-06-20 12:05:51Z |
| Inactive At | — |
| Source Posted At | 2026-06-20 11:08:54Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=hcbt.fa.em2.oraclecloud.com|CX_1001/date=2026-06-21/2026-06-21T12-09-39-767Z-89fd5fb89fe7ac7da0ab811da74e4801b79ccbd3b97806cc21618e6503de0155.json |
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