Relationship Manager - Affluent Priority Segment

Kotak Mahindra Bank Limited; Ernakulam; Vor Ort; INR 600.000 - 1.000.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited is seeking an Affluent Relationship Manager to acquire and manage HNI clients, delivering tailored banking solutions across liabilities, assets and investments. The role emphasizes client engagement, portfolio management, and advisory capabilities within the Affluent Priority segment.

The position requires strong financial acumen, relationship-building skills, and adherence to compliance standards to drive revenue growth and customer satisfaction.

Qualifikationen

• Acquiring and managing high-net-worth individual (HNI) clients.
• Deep understanding of client needs and strong financial acumen.
• Tailored banking solutions across liabilities, assets, and investments.
• Build long-term relationships and drive revenue growth.

Aufgaben

• Conduct regular portfolio reviews and identify cross-sell opportunities.
• Organize client engagement initiatives to strengthen relationships and wallet share.
• Ensure high standards of compliance and customer satisfaction.

Kenntnisse

Relationship management

Financial advisory

Client engagement

Portfolio management

Cross-selling

Compliance awareness

Jobbeschreibung

Relationship Manager - Affluent-AFFLUENT-Relationship Manager

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. Experience Level Mid Level