Relationship Manager-Affluent_AFFLUENT_0411_1288_1095740

Kotak Mahindra Bank; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager in the Affluent Priority segment to acquire and manage high-net-worth clients. The role emphasizes deep financial acumen, tailored banking solutions across liabilities, assets, and investments, and building long-term relationships to drive revenue growth.

The position involves portfolio reviews, cross-sell opportunities, and close collaboration with internal teams to ensure compliant, high-quality service and enhanced client engagement.

Qualifications

• Acquire and manage high-net-worth (HNI) clients.
• Provide tailored banking solutions across liabilities, assets and investments.
• Build long-term relationships and drive revenue growth.
• Collaborate with internal stakeholders for seamless service delivery.

Responsibilities

• Acquire and manage HNI clients.
• Offer tailored banking solutions across liabilities, assets, and investments.
• Drive revenue growth and increase wallet share through advisory services.
• Conduct regular portfolio reviews and identify cross-sell opportunities.
• Organize client engagement initiatives to strengthen relationships.

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