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Relationship Manager-Business Banking-Affluent-Priority-Regional sales

IndiaIndia·Punemid
OtherRelationship Manager
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Quick Summary

Requirements Summary

Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ow

Technical Tools
OtherRelationship Manager

Role:

  • Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
  • Generate business 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
  • Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  
  • Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
  • Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
  • Resolve client queries for the managed book within the specified TAT
  • Plan and conduct special sales initiatives and events for prospective and existing clients
  • Endure adherence to all bank and regulatory processes at all times

Job Requirement:

  • Aptitude to deliver high quality customer service by using organization and interpersonal skills
  • Decision making skills with strong sense of ownership 
  • Ability to work under pressure

Location & Eligibility

Where is the job
Pune, India
On-site at the office
Who can apply
IN

Listing Details

Posted
September 19, 2026
First seen
October 3, 2026
Last seen
October 3, 2026

Posting Health

Days active
0
Repost count
1
Trust Level
16%
Scored at
October 3, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Relationship Manager-Business Banking-Affluent-Priority-Regional sales