Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

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

, Madhya Pradesh, India -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Acumen, Portfolio Management, Sales, Advisory, Client Engagement, Business Banking, Revenue Growth, Cross-selling, Compliance, Customer Satisfaction, Investment Products, Liability Management, Asset Management

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

You will be responsible for acquiring and managing high-net-worth individual clients while offering tailored banking solutions. The role involves driving revenue growth, conducting portfolio reviews, and identifying cross-sell opportunities to enhance client engagement.