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Relationship Manager-Business Banking-Affluent-Priority-Regional sales at Kotak Mahindra Bank

Bangalore, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Portfolio Management, Cross-selling, Client Profiling, Investment Expertise, Business Banking, HNI Management, Financial Planning

Industry

Banking

Description

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring, managing, and deepening relationships with High Net Worth Individuals (HNIs). This role demands a strategic approach to client engagement, portfolio management, and cross-selling of banking products across liabilities, assets, and fee-based services. You will be expected to conduct in-depth profiling of clients to identify financial opportunities and match them with solutions offered by the Kotak Group. The role involves regular client interactions, portfolio reviews, and proactive resolution of queries to ensure high levels of customer satisfaction and retention. You will also collaborate with product managers and group companies to deliver a seamless banking experience and contribute to business growth through targeted sales initiatives. This is a high-impact role suited for professionals with strong relationship management skills, investment expertise, and a passion for delivering personalized banking solutions.

Responsibilities

Responsible for acquiring and managing relationships with High Net Worth Individuals within the Business Banking segment. Focuses on deepening client portfolios through the cross-selling of assets, liabilities, and fee-based services.