Area Manager-Business Banking - Affluent_AFFLUENT_0124_1459_1003464

Kotak Mahindra Bank; Mumbai; Sur place; INR 900 000 - 1 400 000; Plein temps

Résumé du poste

Kotak Mahindra Bank seeks an Area Manager-Affluent to deepen relationships with high-net-worth clients in Mumbai. You will lead client engagement, advise on tailored banking and wealth solutions, and drive revenue growth with integrity and compliance.

The role requires strong communication, negotiation, and financial analysis skills to assess risk profiles and recommend suitable products across investments, insurance, and banking, with a focus on long-term trust and regulatory adherence.

Qualifications

• Bachelor’s degree in finance, commerce, business; a postgraduate qualification or professional certification in finance/wealth management is an added advantage.
• Bachelor’s degree and/or relevant certifications are required or preferred for wealth management roles.

Responsabilités

• Build and manage relationships with affluent clients to drive engagement.
• Provide banking, wealth management, investment, and insurance guidance.
• Communicate effectively with diverse client profiles and negotiate terms.
• Analyze financial information and risk profiles to recommend suitable products.
• Drive revenue growth through proactive sales in financial services.
• Maintain integrity and comply with banking and investment regulations.
• Hold a finance-related degree; postgraduate finance/wealth certification is advantageous.

Connaissances

Client relationship management

Communication skills

Negotiation

Interpersonal skills

Financial analysis

Risk assessment

Sales orientation

Regulatory compliance

Integrity

Industry knowledge (banking/wealth)

Formation

Bachelor’s degree in finance/commerce/business

Post-graduate qualification or professional certification in finance/wealth management

Description du poste

Job Description:

Area Manager-Affluent

• Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
• Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
• Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
• Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
• Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
• High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
• Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.