Relationship Manager - Affluent Priority Segment

Kotak Securities Limited; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Securities Limited in Bengaluru seeks a Relationship Manager for the Affluent Priority segment to acquire and manage high-net-worth clients, offering tailored banking solutions across liabilities, assets and investment products. You will build trust, deliver personalized advisory services, and help clients optimize their portfolios.

You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of client satisfaction.

Responsibilities

• Acquire and manage high-net-worth (HNI) clients in the Affluent Priority segment.
• Provide tailored banking solutions across liabilities, assets and investment products.
• Build long-term relationships and drive portfolio growth while ensuring compliance and high service standards.

Job description

Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Bangalore

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.