Area Manager - Affluent & Priority Regional Sales

Area Manager-Affluent-Priority-Regional sales

• Own and deliver area-level targets across, CASA & TD, Wealth, TPP & Retail Assets
• Drive balanced revenue mix with focus on fee income and annuity revenue.
• Improve portfolio quality and yield while maintaining cost discipline.
• Ensure acquisition and management of Affluent / HNI customers as per Kotak benchmarks.
• Drive relationship deepening 
• Ensure consistent customer experience, retention, and wallet share growth.
• Manage and develop Affluent Relationship Managers and support staff.
• Drive RM productivity metrics,conduct regular reviews, coaching, and capability building.
• Ensure strong succession and talent readiness within the area.
• Ensure Sales Governance, Risk & Compliance
• Monitor sourcing quality and improve risk-adjusted returns.
• Ensure audit readiness, zero tolerance to deviations, and timely rectifications. 
• Act as first line of defence for risk and compliance at area level

Qualification & Experience Requirements

Experience

• 7–12 years in Banking / Financial Services
• Minimum 3–5 years in: 
  • Affluent Banking / Wealth / Branch Banking
• Proven team management and business ownership experience preferred

Education

• Graduate (Mandatory)
• MBA / CAIIB / CFP (Preferred)

Experience Level

Mid Level