Affluent Relationship Manager-Business Banking

Kotak Mahindra Bank; Hyderabad; On-site; INR 8,00,000 - 15,00,000; Full time

Job summary

A leading financial institution in India is seeking an Affluent Relationship Manager in Hyderabad. This role involves managing High Net Worth clients, acquiring new business, and enhancing relationships through tailored banking solutions. The ideal candidate should have 2–13 years of experience in banking, strong sales skills, and excellent communication abilities. This position offers a dynamic work environment focused on client satisfaction.

Qualifications

• 2–13 years in banking/NBFC with exposure to HNI relationship management.

Responsibilities

• Client acquisition and relationship management.
• Onboard HNI clients and build strong relationships.
• Cross-sell banking products and achieve targets.
• Conduct regular portfolio reviews and recommend products.
• Resolve client queries promptly.

Skills

Sales and relationship-building capabilities

Excellent communication skills

Presentation skills

Ability to work under pressure

Education

Graduate (MBA/PG preferred)

Certifications like AMFI, IRDA, NISM are desirable

Job description

Job Description: Affluent Relationship Manager – Business Banking

Kotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.

Key Responsibilities

• Client Acquisition & Relationship Management
• Identify and onboard HNI clients.
• Build and maintain strong relationships through structured profiling and personalized solutions.
• Sales & Revenue Growth
• Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds.
• Execute sales plans and achieve monthly/quarterly targets.
• Portfolio Management
• Conduct regular portfolio reviews and recommend investment and credit products.
• Ensure high engagement through consistent client interactions.
• Service Excellence & Compliance
• Resolve client queries promptly within defined TAT.
• Adhere to KYC, AML, and all regulatory guidelines.
• Cross-functional Collaboration
• Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.

Qualifications & Skills

• Education: Graduate (MBA/PG preferred). Certifications like AMFI, IRDA, NISM are desirable.
• Experience: 2–13 years in banking/NBFC with exposure to HNI relationship management.
• Skills:
• Strong sales and relationship-building capabilities.
• Excellent communication and presentation skills.
• Ability to work under pressure and meet targets.