Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager for the Affluent Priority segment in Bengaluru. You will acquire and manage high-net-worth clients, delivering tailored banking solutions, and building long-term relationships to drive revenue growth and client engagement.

You will collaborate with internal stakeholders to ensure seamless service delivery, maintain strict compliance, and regularly review portfolios to identify cross-sell opportunities and strengthen wallet share.

Qualifications

• Acquire and manage HNI clients with a focus on Affluent Priority segment.
• Demonstrate strong financial acumen and advisory capability across liabilities, assets, and investments.
• Drive revenue, cross-sell opportunities, and portfolio management while ensuring compliance.

Responsibilities

• Acquire and grow the HNI client base in the Affluent Priority segment.
• Provide tailored banking solutions and advisory services across products.
• Conduct regular portfolio reviews and organize client engagement initiatives to grow wallet share.

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.