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Relationship Manager-Affluent-Priority-Regional sales

Kotak Mahindra Bank·Pune

Pay not statedMid levelFull-time

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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

  • Sales
  • Cross-selling
  • Portfolio management
  • Upselling
  • Any graduate

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