Relationship Manager - Affluent Priority Segment

Kotak Securities Limited; Chennai; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Kotak Securities Limited in Chennai seeks a Relationship Manager in the Affluent Priority segment to acquire and manage high-net-worth clients. You will tailor banking solutions across liabilities, assets, and investments, build lasting relationships, and drive revenue growth.

The role combines sales, advisory capabilities, and portfolio management, with cross-sell opportunities and regular portfolio reviews.

Job description

Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Chennai

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.