Relationship Manager - Affluent Clients

Kotak Mahindra Bank; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank in Gurgaon seeks a Relationship Manager to build and sustain relationships with affluent clients. You will deliver personalized financial solutions and work with wealth management teams to tailor investment products.

You will need strong interpersonal and client-management skills to understand client needs and offer suitable banking services while pursuing cross-selling opportunities within a high-net-worth client base.

Qualifications

• Responsible for managing and nurturing relationships with affluent clients.
• Focus on personalized financial services and solutions for high-net-worth individuals.
• Requires strong interpersonal and client management skills.
• Understand client needs and offer banking or financial products.
• Cross-selling and upselling financial products to affluent clients.

Responsibilities

• Manage and nurture relationships with affluent clients.
• Collaborate with wealth management teams to tailor investment solutions.
• Identify client needs and propose appropriate banking and financial products.
• Engage in cross-selling to enhance client value and bank revenue.

Skills

Interpersonal skills

Client management

Relationship building

Cross-selling

Job description

• Relationship Manager
• Affluent_AFFLUENT-Relationship Manager_Gurgaon
• Responsible for managing and nurturing relationships with affluent clients.
• Focus on providing personalized financial services and solutions tailored to high-net-worth individuals.
• Requires strong interpersonal and client management skills.
• Role involves understanding client needs and offering appropriate banking or financial products.
• Typically involves working closely with wealth management teams and financial advisors.
• Requires a professional approach and ability to handle sensitive financial information.
• May involve cross‑selling and upselling financial products to affluent clients.
• The position is based in Gurgaon and demands client‑facing capabilities.
• Emphasis on maintaining long‑term client satisfaction and loyalty.
• Likely requires knowledge of financial markets and investment products.