Relationship Manager - Non-Resident Affluent Customers

Kotak Securities Limited; Chennai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Securities Limited in Chennai seeks a Relationship Manager for NR Affluent retail. You will manage relationships with non-resident affluent clients, understand their needs and offer tailored financial solutions, focusing on trust and long-term portfolio growth.

The role requires strong interpersonal and communication skills, client acquisition and cross-selling of banking products. You will coordinate with internal teams to deliver seamless service and maintain high standards of

Qualifications

• Strong interpersonal and communication skills.
• Knowledge of banking and financial services.
• Experience in affluent NR clients preferred.

Responsibilities

• Manage relationships with NR affluent clients.
• Understand client needs and provide tailored financial solutions.
• Cross-sell of financial products and services.
• Coordinate with internal teams to deliver seamless service.

Skills

Interpersonal skills

Communication skills

Client acquisition

Cross-selling

Banking knowledge

Job description

Relationship Manager – NR Affluent_RETAIL NR-Relationship Manager_Chennai

• Responsible for managing relationships with Non-Resident affluent customers.
• Focus on understanding client needs and providing tailored financial solutions.
• Requires strong interpersonal and communication skills to maintain and grow client portfolios.
• Involves working closely with banking products and services related to affluent segments.
• Requires knowledge of banking and financial services industry.
• Likely involves client acquisition, retention, and cross-selling of financial products.
• The role is based in Chennai and demands professionalism and customer-centric approach.
• May require coordination with various internal teams to deliver seamless service.
• Emphasis on building long-term relationships and trust with high-net-worth clients.
• Requires adaptability to changing financial markets and client expectations.