Walk In Drive | Affluent Relationship Manager - BB | Delhi Location

Kotak Mahindra Bank; New Delhi; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Kotak Mahindra Bank is seeking an experienced relationship and portfolio manager to develop and manage high net worth client relationships in Delhi. The role focuses on cross-selling across liabilities, assets and fees, with portfolio reviews and strategic client engagement to grow revenue.

The candidate should have 7-8 years of relevant experience, MBA preferred, and relevant certifications. The position is based in Delhi with a strong emphasis on compliance and high-quality service.

Qualifications

• Minimum 7-8 years of experience in relationship and portfolio management.
• Graduation in any stream; MBA preferred.
• NISM/IRDA/AMFI certification strongly preferred.

Responsibilities

• Develops HNI client relationships and profiles opportunities to match Kotak products.
• Generate business across liabilities, assets and fees to grow relationship value.
• Formulate and implement sales plan to acquire new HNI clients.
• Conduct client portfolio reviews and present suitable products.
• Maintain regular contact via weekly/monthly calls.
• Ensure adherence to bank and regulatory processes.

Skills

HNI relationship

Portfolio management

Communication skills

Relationship management

Sales planning

Education

MBA preferred

Graduation

Job description

Role & responsibilities

• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
• Ensure client contactability at all times through regular connect with them in weekly/ monthly calls.
• Resolves client queries for the managed book within the specified TAT.
• Ensures high levels of customer service orientation and application of bank policy.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Maintains complete relationship record for assigned customer accounts.
• Endure adherence to all bank and regulatory Processes at all times.

Preferred candidate profile :

• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• NISM/IRDA/AMFI if any can be strongly preferred.
• Fluent in communication skills, presentable and a quick grasping power.
• Decision making skills with good sense of ownership-understanding the client requirements.
• Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
• Banking/NBFC will be preferred with good portfolio management.
• Experience: minimum 7-8 years of experience in relationship and portfolio management.
• Graduation Qualification in any stream/ MBA preferred.

Interview Details

• Date : 9th Oct'26 (Friday)
• Time : 11:30 AM - 2:30 PM
• Venue : 5th Floor, P.P Trade Centre, Netaji Subhash Place, New delhi-110034
• Contact Person : Krishna Deo (Regional Manager) & Aatish Verma (HR)

Only relevant profiles will be considered.

Looking forward to meet you.

Regards

Kotak HR Team