Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Visakhapatnam
VisakhapatnamFull-timeMid levelPosted yesterday
Mid-level finance role at Kotak Mahindra Bank in Visakhapatnam.
About the role
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.
What you'll do
- Be responsible for acquiring and managing high-net-worth individual (HNI) clients
- Be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management
- Work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction
- 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
What you need
- Cross-selling
- Portfolio management
- Sales
- Compliance