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Relationship Manager - Affluent AFFLUENT 0411 0171 1093630

Kotak Mahindra Bank·Delhi

Pay not statedMid levelFull-time

Read from the company's own careers page; you apply on their site.

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About the role

We are looking for a Relationship Manager to acquire, manage, and deepen relationships with High Net Worth Individual (HNI) clients within the Affluent Banking segment. The incumbent will be responsible for driving business across liabilities, assets, wealth, and fee-based products while delivering a superior customer experience.

What you'll do

  • Acquire new Affluent/HNI customers and expand existing relationships
  • Drive business across liabilities, assets, investments, and fee-income products
  • Conduct financial profiling and provide customized banking solutions
  • Increase portfolio profitability through cross-selling and upselling
  • Review client portfolios regularly and recommend suitable investment solutions

What you need

  • Cross-selling
  • Wealth management
  • Portfolio management
  • Sales
  • Risk management
  • Compliance
  • Any graduate

Similar jobs

Can I apply
Open to any education · Senior level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Early: posted 5 h ago on their own site