Kotak Mahindra Bank : Relationship Manager – Affluent

CategoryDetails
Job TitleRelationship Manager – Affluent
LocationRaipur, Chhattisgarh
Job TypeFull-Time (Day Shift)
Role TypeSales + Relationship Management + Advisory
IndustryConsumer Banking / Affluent Banking
Primary ObjectiveAcquire and manage HNI (High Net-Worth Individual) clients and drive revenue through tailored financial solutions
Customer SegmentAffluent / HNI Clients
Client AcquisitionAcquire new HNI clients and expand existing relationships
Relationship ManagementBuild long-term relationships with personalized service and engagement
Sales ResponsibilityDrive business across liabilities, assets, and investment/fee-based products
Portfolio ManagementConduct regular portfolio reviews and suggest investment options
Cross-SellingIdentify upsell and cross-sell opportunities to increase wallet share
Client EngagementRegular calls, meetings, and client events to strengthen relationships
Customer ServiceResolve queries within TAT and ensure high satisfaction
Internal CoordinationWork with internal teams for seamless onboarding and service delivery
ComplianceEnsure adherence to bank policies and regulatory guidelines
Business DevelopmentParticipate in sales initiatives and client engagement activities
Key SkillsRelationship Management, Sales, Financial Advisory, Communication, Client Handling
Experience RequiredExperience in banking / wealth / affluent segment preferred
EducationBachelor’s Degree
Job Identification233457
Posting Date19/03/2026

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