Relationship Manager - Affluent Clients

Kotak Mahindra Bank Limited; Surat; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking an Relationship Manager for the affluent segment in Surat. The role focuses on managing relationships with high-net-worth clients and delivering personalized financial services to meet their needs.

The successful candidate will build long-term client relationships, understand client portfolios, and coordinate with internal teams to provide comprehensive banking solutions. Strong communication and a drive to achieve targets are essential.

Qualifications

• Experience in banking or financial services, especially with affluent clients.
• Strong interpersonal and client management skills.
• Ability to understand client portfolios and recommend suitable financial products.

Responsibilities

• Manage relationships with affluent clients and ensure financial needs are met.
• Serve as primary contact for high net-worth individuals and provide personalized banking services.
• Maintain long-term client relationships through proactive communication and service excellence.
• Collaborate with other banking departments to deliver comprehensive solutions.
• Focus on customer satisfaction, retention, and growing business within the affluent segment.
• Work in a target-driven environment to achieve sales and service objectives.

Skills

Relationship building

Client service

Target driven sales

Job description

Relationship Manager - Affluent-AFFLUENT-Relationship Manager

• Responsible for managing relationships with affluent clients, ensuring their financial needs are met.
• Acts as a key point of contact for high net-worth individuals, providing personalized banking and financial services.
• Requires strong interpersonal and client management skills to build and maintain long-term client relationships.
• Involves understanding client portfolios and offering suitable financial products and services.
• Typically requires experience in banking or financial services, especially in handling affluent or premium clients.
• The role is based in Surat and involves working closely with clients in that region.
• Emphasis on customer satisfaction, retention, and business growth within the affluent segment.
• Requires good communication skills and the ability to work in a target-driven environment.
• May involve collaboration with other banking departments to deliver comprehensive solutions.
• Focused on delivering high-quality service and maintaining the bank’s reputation among affluent customers.