highlisted

Relationship Manager-Business Banking-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, managing, and deepening relationships with High Net Worth Individuals (HNIs). This role demands a strategic approach to client engagement, portfolio management, and cross-selling of banking products across liabilities, assets, and fee-based services.

What you'll do

  • Be responsible for acquiring, managing, and deepening relationships with High Net Worth Individuals (HNIs)
  • Also collaborate with product managers and group companies to deliver a seamless banking experience and contribute to business growth through targeted sales initiatives
  • Generate business across liabilities, assets, and fee-based products to enhance relationship value and revenue
  • Conduct regular portfolio reviews and present investment solutions tailored to client needs
  • Maintain consistent client contact through weekly/monthly calls and meetings

What you need

  • Sales
  • Portfolio management
  • Cross-selling
  • Customer service
  • Any graduate

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