Relationship Manager-Affluent_AFFLUENT_0411_1288_1095737

Kotak Mahindra Bank; Mumbai; Vor Ort; INR 800.000 - 1.100.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank is seeking a Relationship Manager for the Affluent Priority segment. The role focuses on acquiring and managing high-net-worth clients, delivering tailored banking and advisory solutions, and driving portfolio growth through cross-selling and proactive client engagement.

The position requires strong financial acumen, relationship-building skills, and a commitment to fiduciary standards and customer satisfaction.

Qualifikationen

• Acquiring and managing high-net-worth (HNI) clients in the Affluent Priority segment.
• Strong financial acumen to tailor banking solutions across liabilities, assets and investments.
• Ability to build long-term relationships and drive revenue growth.
• Identify cross-sell opportunities and conduct regular portfolio reviews to enhance wallet share.

Aufgaben

• Acquire and manage HNI clients in the Affluent Priority segment.
• Provide tailored banking and advisory solutions across Liabilities, Assets and Investments.
• Build and maintain long-term client relationships with focus on service excellence and compliance.
• Conduct portfolio reviews and organize client engagement initiatives to grow wallet share.

Jobbeschreibung

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