Relationship Manager - Business Banking - Affluent_AFFLUENT_0411_1492_1012180

Kotak Mahindra Bank; Mumbai Suburban; On-site; INR 700,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank is hiring a Relationship Manager-Affluent to build and sustain deep relationships with affluent clients in Mumbai. You will assess wealth, investment, and insurance needs, offering suitable banking solutions and guidance.

The role requires strong communication, negotiation skills, and a proactive sales orientation to meet targets while upholding regulatory standards.

Qualifications

• Must have strong client relationships with affluent clients.
• Solid understanding of wealth management, investments, and insurance offerings.
• Excellent communication and interpersonal skills for complex financial discussions.

Responsibilities

• Build trust and long-term engagement with affluent clients.
• Explain banking and wealth management products and services.
• Communicate, negotiate, and engage diverse client profiles.
• Analyze financial information and risk profiles to recommend products.
• Drive revenue growth and achieve targets in financial services.
• Ensure compliance with regulatory guidelines in banking and investment.

Skills

Relationship management

Banking products

Wealth management

Communication

Negotiation

Regulatory compliance

Education

Bachelor’s degree in finance, commerce, or related field

Post-graduate qualification in finance/wealth management

Job description

Job Description:

Relationship Manager-Affluent

• Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
• Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
• Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
• Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
• Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
• High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
• Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.