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Platinum Banker-Household-Outbound-Branch Banking-Relationship Management

IndiaIndia·PuneOn-sitemid
OperationsManagement
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Quick Summary

Overview

We are seeking a dynamic and experienced Platinum Banker to manage and grow relationships with High Net Worth (HNW) clients.

Technical Tools
OperationsManagement

We are seeking a dynamic and experienced Platinum Banker to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets
Deliver superior customer service while ensuring adherence to bank policies and compliance standards
Cross-sell a wide range of banking products and services to deepen client relationships
Educate clients about new products and enhancements to maximize engagement
Organize and lead targeted sales initiatives and client engagement events
Collaborate with other group companies to offer integrated financial solutions
Maintain comprehensive records of client interactions and relationship history
Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfactionTrade Finance, Commercial Lending, Investment Products Knowledge, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Trade Finance Knowledge,Commercial Lending Knowledge,Investment Products Knowledge,Customer Service Excellence,Strategic Thinking,Interpersonal Skills,Team Coordination,Deep Product Knowledge & Application,Needs-Based Selling,Referral Generation & Management,Negotiation & Persuasion,Customer Segmentation & Profiling,Customer Lifetime Value (CLTV) Focus,Data Analysis & Insights (Basic CRM/Analytics),Financial Planning & Advisory,Proactive Engagement & Follow-up,Conflict Resolution & Issue Management,Ethical Sales Practices & Transparency,Time Management & Prioritization

Location & Eligibility

Where is the job
Pune, India
On-site at the office
Who can apply
IN

Listing Details

Posted
September 14, 2026
First seen
September 28, 2026
Last seen
September 28, 2026

Posting Health

Days active
0
Repost count
1
Trust Level
19%
Scored at
September 28, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Platinum Banker-Household-Outbound-Branch Banking-Relationship Management