Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Kotak Mahindra Bank; Vadodara; On-site; INR 800,000 - 1,400,000; 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, offering tailored banking solutions across liabilities, assets, and investments.

You will conduct regular portfolio reviews, identify cross-sell opportunities, and drive revenue while maintaining high compliance and exceptional client service. The role blends sales, advisory, and relationship management in a premium segment.

Qualifications

• Experience in managing HNI or premium clients is preferred.
• Strong understanding of banking products and advisory capabilities.

Responsibilities

• Acquire and manage high-net-worth clients in the Affluent Priority segment.
• Build long-term relationships and enhance wallet share.
• Conduct regular portfolio reviews and identify cross-sell opportunities.
• Offer tailored banking solutions across liabilities, assets and investments.
• Ensure compliance and high standards of customer satisfaction across interactions.

Skills

Relationship management

Financial acumen

Cross-selling

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.