Relationship Manager - Affluent
Kotak Mahindra BankAhmedabad
Not disclosed
Job Description
Relationship Manager - Affluent-AFFLUENT-Relationship Manager
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. Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.Experience Level
Mid LevelJob role
Work locationAhmedabad, Gujarat, India
DepartmentBanking / Insurance / Financial Services
Role / CategoryLife Insurance
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 2 years
About company
NameKotak Mahindra Bank
Job posted by Kotak Mahindra Bank
Similar jobs you can apply for
Business Development
Lead - Data Mining
AfricruitGhatlodiya, Ahmedabad
₹25,000 - ₹45,000*

Sales & Marketing Executive
Isiemens Industries Private LimitedOdhav, Ahmedabad
₹15,000 - ₹35,000*
Business Development Executive (BDE)
Potential PlacementBopal, Ahmedabad
₹15,000 - ₹23,000*

Sales And Marketing Specialist
Bansal Finsolve ServicesAhmedabad
₹16,000 - ₹31,000*
Inside Sales Executive ,Sales Executive
Genesis Technomation India Private LimitedAhmedabad
₹15,000 - ₹26,000*
Sales Executive
Anand EnterpriseJanta Nagar, Ahmedabad
₹15,000 - ₹30,000