Kotak Mahindra Bank :

Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

CategoryDetails
Job TitleElite Relationship Manager – Household
DepartmentBranch Banking
FunctionRelationship Management
Job CategoryConsumer Bank
LocationDelhi, India
Job TypeFull Time
Job ShiftDay
Education QualificationBachelor’s Degree
Job Identification225243
Posting Date06 January 2026
Role ObjectiveManage, acquire, and grow High Net Worth (HNW) client relationships by offering customized banking and investment solutions
Customer SegmentHigh Net Worth (HNW) Households
Key Responsibilities• Acquire new HNW clients• Deepen existing client relationships• Manage liabilities & commercial assets• Cross-sell banking & investment products• Educate clients on new products & offerings• Plan client engagement & sales initiatives• Coordinate with group companies for integrated solutions• Maintain detailed client records• Resolve customer complaints within defined TAT
Products & ServicesCASA, Term Deposits, Loans, Investments, Insurance, Third-party Products
Sales FocusCross-selling, portfolio growth, client retention
Compliance & ServiceAdherence to bank policies, service standards & TAT
Key Skills RequiredRelationship Management, HNW Client Handling, Sales Acumen, Financial Knowledge, Customer Service
Performance Metrics (KPIs)Revenue growth, AUM increase, Cross-sell ratio, Customer satisfaction
Work Location Address8-Vishal Enclave, Block-C, New Delhi – 110027
Career ProgressionElite RM → Senior RM → Branch Head → Cluster Manager
Resume KeywordsHNW Relationship Manager, Branch Banking, Liabilities, Cross-Sell, Wealth Products, Customer Engagement

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