Relationship Manager - High Net Worth Individuals (HNI) Banking

Kotak Mahindra Bank; Chennai; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank in Chennai seeks a Relationship Manager for the Affluent Priority segment to acquire and manage high-net-worth clients. You will offer tailored banking solutions across liabilities, assets, and investments, and strive to build long-term relationships that grow wallet share.

This high-impact role requires strategic client engagement, strong financial acumen, and collaboration with internal stakeholders to deliver seamless service while maintaining compliance and client

Qualifikationen

• Experience in relationship management for premium banking clients.
• Strong financial acumen and ability to offer tailored solutions.
• Proven ability to drive revenue and wallet share through cross-sell.

Aufgaben

• Acquire and manage HNI clients in the Affluent Priority segment.
• Provide tailored banking solutions across liabilities, assets, and investments.
• Build long-term relationships and drive revenue growth while ensuring compliance.

Kenntnisse

Relationship management

HNI client handling

Cross-selling

Jobbeschreibung

Relationship Manager - Affluent_AFFLUENT_0411_8513_1005915

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.