Relationship Manager-Affluent_AFFLUENT_0411_1288_1095736

Kotak Mahindra Bank; Mumbai; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Relationship Manager in the Affluent Priority segment to acquire and manage HNI clients in Mumbai. You will develop tailored solutions across liabilities, assets, and investments, and build long-term client relationships.

You will perform portfolio reviews, identify cross-sell opportunities, and coordinate with internal teams to ensure superior service and compliance. This is a high-impact sales and advisory role in a premium banking segment.

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