Relationship Manager-Affluent-Priority-Regional Sales

Kotak Mahindra Bank; Mumbai; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager-Affluent to be the primary contact for a portfolio of affluent clients, delivering personalized financial guidance and tailored solutions. You will collaborate with product specialists and sales teams to grow the regional business.

The role requires 3+ years in relationship management or banking, strong communication, and willingness to travel regionally; fluency in English and local languages is a plus.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Minimum 3 years of experience in relationship management or sales, preferably in banking.
• Strong knowledge of financial products and services, especially for affl uent clients.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build trust and rapport with high-net-worth individuals.
• Analytical mindset with problem-solving skills.
• Proficiency in using CRM systems and MS Office.
• Willingness to travel within the region for client meetings.
• Fluency in English and regional languages is an advantage.
• Strong work ethic and a results-driven attitude.

Responsibilities

• Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.
• Conduct in-depth needs analysis and provide tailored financial solutions.
• Build and maintain strong relationships with clients, offering a personalized approach.
• Stay updated on market trends and financial products to offer relevant advice.
• Collaborate with product specialists and other teams to deliver comprehensive solutions.
• Achieve sales targets and contribute to the regional sales strategy.
• Conduct regular client reviews and provide periodic performance reports.
• Ensure compliance with bank policies and regulations in all client interactions.
• Participate in marketing and networking events to expand the client base.

Skills

Relationship management

Sales skills

Communication skills

CRM systems

MS Office

Travel willingness

Education

Bachelor's degree in Finance/Business or related field

Job description

Job Description:

As a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You will collaborate with various teams to deliver an exceptional client experience and drive sales growth in the regional market.

Responsibilities

• Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.
• Conduct in-depth needs analysis and provide tailored financial solutions.
• Build and maintain strong relationships with clients, offering a personalized approach.
• Stay updated on market trends and financial products to offer relevant advice.
• Collaborate with product specialists and other teams to deliver comprehensive solutions.
• Achieve sales targets and contribute to the regional sales strategy.
• Conduct regular client reviews and provide periodic performance reports.
• Ensure compliance with bank policies and regulations in all client interactions.
• Participate in marketing and networking events to expand the client base.

Qualifications

• Bachelors degree in Finance, Business, or a related field.
• Minimum 3 years of experience in relationship management or sales, preferably in banking.
• Strong knowledge of financial products and services, especially those catering to affluent clients.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build trust and rapport with high-net-worth individuals.
• Analytical mindset with problem-solving skills.
• Proficiency in using CRM systems and MS Office.
• Willingness to travel within the region for client meetings.
• Fluency in English and regional languages is an advantage.
• Strong work ethic and a results-driven attitude.