Affluent Relationship Manager

Kotak Mahindra Bank; Telangana; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager to manage HNI clients in Telangana. You will acquire new clients, profile needs, and tailor financial solutions to grow the relationship and revenue.

You will drive business across liabilities, assets, and fee-based products, conduct regular portfolio reviews, and engage clients weekly or monthly. Collaborate with internal teams to ensure onboarding and compliant service delivery.

Qualifications

• Acquire new HNI clients and expand relationships through sales planning and execution.
• Profile clients to understand financial needs and tailor solutions.
• Drive business across liabilities, assets, and fee-based products.
• Perform regular portfolio reviews and present investment options aligned with client goals.
• Maintain consistent client engagement via weekly/monthly calls and meetings.
• Resolve client queries within defined turnaround times.
• Collaborate with internal teams for seamless onboarding and service delivery.
• Identify opportunities for cross-selling and upselling to increase wallet share.

Responsibilities

• Acquire new HNI clients and expand relationships through strategic sales planning and execution.
• Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
• Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
• Perform regular portfolio reviews and present investment options aligned with client goals.
• Maintain consistent client engagement through weekly/monthly calls and meetings.
• Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
• Collaborate with internal teams to ensure seamless service delivery and client onboarding.
• Organize and participate in special sales initiatives, client events, and engagement activities.
• Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
• Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.

Job description

Role & responsibilities

• Acquire new HNI clients and expand existing relationships through strategic sales planning and execution.
• Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
• Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
• Perform regular portfolio reviews and present investment options aligned with client goals.
• Maintain consistent client engagement through weekly/monthly calls and meetings.
• Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
• Collaborate with internal teams to ensure seamless service delivery and client onboarding.
• Organize and participate in special sales initiatives, client events, and engagement activities.
• Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
• Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.

Preferred candidate profile

At least 2 years of experience managing HNI clients is required