Kotak Mahindra Bank Ltd
Kotak Mahindra Bank Ltd12h ago
New

Relationship Manager - Affluent-AFFLUENT-Relationship Manager

IndiaIndiaOn-sitemid
OtherRelationship Manager
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Quick Summary

Overview

➢ Manage and grow a portfolio of affluent clients, ensuring their financial needs are met. ➢Conduct in-depth needs analysis and provide tailored financial solutions.

Technical Tools
OtherRelationship Manager
➢ Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.
➢Conduct in-depth needs analysis and provide tailored financial solutions.
➢Build and maintain strong relationships with clients, offering a personalized approach.
➢Stay updated on market trends and financial products to offer relevant advice.
➢Collaborate with product specialists and other teams to deliver comprehensive solutions.
➢Achieve sales targets and contribute to the regional sales strategy.
➢Conduct regular client reviews and provide periodic performance reports.
➢Ensure compliance with bank policies and regulations in all client interactions.
➢Participate in marketing and networking events to expand the client base.
➢Achieve business objectives for the area, meeting value, volume, and channel productivity targets
➢Bachelor's degree in Finance, Business, or a related field.
➢Minimum 3 years of experience in relationship management or sales, preferably in banking.
➢Strong knowledge of financial products and services, especially those catering to affluent clients.
➢Excellent communication and interpersonal skills, with a client-centric approach.
➢Ability to build trust and rapport with high-net-worth individuals.
➢Analytical mindset with problem-solving skills.
➢Proficiency in using CRM systems and MS Office.
➢Willingness to travel within the region for client meetings.
➢Fluency in English and regional languages is an advantage.
➢Strong work ethic and a results-driven attitude.

Graduation / Post Graduation 

Location & Eligibility

Where is the job
India
On-site within the country
Who can apply
IN

Listing Details

Posted
May 14, 2026
First seen
May 14, 2026
Last seen
May 14, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
50%
Scored at
May 14, 2026

Signal breakdown

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Kotak Mahindra Bank LtdRelationship Manager - Affluent-AFFLUENT-Relationship Manager
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