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Relationship Manager - Affluent-AFFLUENT-Relationship Manager at Kotak Mahindra Bank

, , -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Acumen, Client Engagement, Portfolio Management, Sales, Advisory, Compliance, Cross-Selling, Customer Satisfaction, High-Net-Worth Individuals, Business Banking, Tailored Banking Solutions, Revenue Growth, Client Needs Assessment, Strategic Initiatives

Industry

Banking

Description

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.

Responsibilities

The Relationship Manager will acquire and manage high-net-worth individual clients, focusing on building long-term relationships and driving revenue growth. Responsibilities include conducting portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives.