Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Coimbatore District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank in India seeks a Relationship Manager for the Affluent Priority segment in Business Banking to acquire and manage high-net-worth clients, delivering tailored banking solutions across liabilities, assets and investments while driving revenue growth.

You will build long-term relationships, conduct portfolio reviews, identify cross-sell opportunities, and coordinate with internal teams to ensure compliant, superior client service and increased wallet share within a premium

Qualifications

• Strong financial acumen and advisory capabilities.
• Ability to offer tailored banking solutions across liabilities, assets, and investments.

Responsibilities

• Acquire and manage high-net-worth individual (HNI) clients.
• Understand client needs and provide tailored banking solutions across liabilities, assets and investment products.
• Build long-term relationships, drive revenue growth and enhance client engagement.
• Conduct regular portfolio reviews and identify cross-sell opportunities.
• Organize client engagement initiatives to strengthen relationships and increase wallet share.
• Ensure compliance and maintain high standards of customer satisfaction.

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.