Relationship Manager-Affluent_AFFLUENT_0411_1288_1095733

Kotak Mahindra Bank; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager for the Affluent Priority segment in Business Banking. The role focuses on acquiring and managing high-net-worth clients, delivering tailored banking solutions, and driving revenue growth through strategic portfolio management.

You will work closely with internal stakeholders to ensure superior service, compliance, and ongoing client engagement, with regular portfolio reviews and cross-sell initiatives to increase wallet share.

Responsibilities

• Acquire and manage HNI clients in the Affluent Priority segment.
• Offer tailored banking solutions across liabilities, assets and investment products.
• Build long-term relationships and drive revenue growth.
• Coordinate with internal teams to ensure seamless service delivery and compliance.
• Conduct portfolio reviews and identify cross-sell opportunities.

Job description

Job Description:

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment

Requirements: