Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Gurugram District; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank seeks a Relationship Manager in the Affluent Priority segment of Business Banking to acquire and manage HNI clients. The role demands strong financial acumen and the ability to offer tailored banking solutions across liabilities, assets, and investments.

You will build lasting relationships, drive revenue, and deliver personalized service with strategic portfolio management. You will collaborate with internal stakeholders to ensure seamless service, compliance, and superior

Responsibilities

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

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.