Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Hyderabad

Kotak Mahindra Bank; Hyderabad; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Kotak Mahindra Bank's Affluent Priority Relationship Manager role focuses on acquiring and managing high-net-worth clients, offering tailored banking solutions across liabilities, assets, and investments. You will build long-term relationships, drive revenue, and conduct regular portfolio reviews while coordinating with internal teams to ensure seamless service and compliance.

The position emphasizes identifying cross-sell opportunities, organizing client engagement initiatives, and growing

Responsibilities

• Acquire and manage high-net-worth (HNI) clients in the Affluent Priority segment.
• Build long-term relationships, drive revenue growth, and deliver tailored banking solutions across liabilities, assets and investments.
• Conduct regular portfolio reviews, identify cross-sell opportunities, and organize client engagement initiatives to grow wallet share while ensuring compliance.

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.