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

, Punjab, India -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

0.0

Posted On

30 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Financial Acumen, Portfolio Management, Client Acquisition, Investment Products, Cross-selling, Strategic Planning, Compliance, Customer Satisfaction, Advisory Services

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

Responsible for acquiring and managing high-net-worth individual clients within the Affluent Priority segment of Business Banking. The role focuses on driving revenue growth and enhancing client engagement through tailored banking and investment solutions.