Premier Relationship Manager_Digital Banking Kotak 811-Sales_Mumbai

Kotak Mahindra Bank; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Relationship Manager to acquire and manage HNIs, delivering superior banking experiences through personalized engagement and product offerings. You will source new clients, deepen existing relationships, and cross-sell a wide range of banking solutions while coordinating with internal teams to provide integrated financial services.

The role emphasizes a consultative approach, strong customer orientation, and the ability to meet sales and relationship

Qualifications

• Bachelor's degree is required.
• Experience in HNI relationship management is preferred.
• Strong communication and sales skills are essential.

Responsibilities

• Acquire new HNI customers and grow liabilities across relationships.
• Source new customers through direct and channel efforts.
• Cross-sell banking products to mapped branch customers to increase wallet share.
• Inform clients about new products and enhancements to deepen engagement.
• Plan and execute client events and special sales initiatives to drive business.
• Coordinate with group companies to offer integrated financial solutions.
• Maintain complete relationship records for all assigned accounts.
• Track and resolve customer queries within defined turnaround times.
• Ensure consistent customer satisfaction and service excellence.
• Meet defined sales and relationship targets.

Skills

Customer orientation

Relationship management

Cross-selling

Communication

Education

Bachelor's degree

Job description

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Job Description

As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This role involves sourcing new customers, deepening existing relationships, and cross-selling a wide range of banking products. You will work closely with internal teams and group companies to provide seamless access to financial solutions, conduct special sales initiatives, and ensure customer satisfaction through timely query resolution and proactive communication. The role demands strong customer orientation, high energy, and a consultative approach to relationship management.

Responsibilities

• Acquire new HNI customers and expand existing relationships for liabilities.
• Source new customers through individual efforts and acquisition channels.
• Cross-sell bank products to mapped branch customers to enhance wallet share.
• Inform clients about new products and enhancements to deepen engagement.
• Plan and execute special sales initiatives and client events to drive business.
• Coordinate with group companies to offer integrated financial solutions.
• Maintain complete relationship records for all assigned customer accounts.
• Track and resolve customer complaints and queries within defined turnaround times.
• Ensure consistent customer satisfaction and service excellence.
• Meet defined sales and relationship management targets.

Job Info

• Job Identification 262024
• Job Category Consumer Bank
• Posting Date 09/28/2026, 12:00 AM
• Degree Level Bachelor's Degree
• Job Schedule Full time
• Job Shift Day
• Locations SHOP NOS. 3 & 4, POONAM HEIGHTS, UDYOG NAGAR, Mumbai, Maharashtra, 400062, IN