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Responsible for acquiring and managing high-net-worth individual clients within the Affluent Priority segment of Business Banking. The role involves driving revenue growth through tailored banking solutions and strategic portfolio management.
Requires a Bachelor's degree and a deep understanding of financial products across liabilities, assets, and investments. Candidates must possess strong advisory capabilities and the ability to maintain high compliance standards.
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.
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html Note: Our new toll-free number is 18004100. SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE
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