Relationship Manager - Affluent_AFFLUENT_0411_7626_1095361

Kotak Mahindra Bank; NTR; On-site; INR 750,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager in the Affluent Priority segment of Business Banking to acquire and manage HNI clients, delivering tailored banking solutions across liabilities, assets and investments. You will build long-term relationships and drive revenue growth through proactive portfolio management.

You will collaborate with internal teams, ensure compliance and high customer satisfaction, conduct regular portfolio reviews, identify cross-sell opportunities, and

Qualifications

• Deep understanding of client needs and financial products.
• Ability to tailor banking solutions across liabilities, assets and investments.
• Experience in managing HNI clients and portfolio reviews.

Responsibilities

• Acquire and manage high-net-worth individual (HNI) clients.
• Build long-term relationships and drive revenue growth.
• Enhance client engagement through personalized service and strategic portfolio management.
• Conduct regular portfolio reviews and identify cross-sell opportunities.
• Organize client engagement initiatives to strengthen relationships and wallet share.
• Ensure compliance and high standards of customer satisfaction.

Skills

Client needs understanding

Financial acumen

Relationship management

Cross-sell opportunities

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