Kotak Mahindra Bank : Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

FieldDetails
Job TitleElite Relationship Manager – Household
Function / DepartmentBranch Banking – Relationship Management
Customer SegmentHigh Net Worth (HNW) Clients
LocationKolkata, West Bengal, India
Branch Address22 Camac Street, Kolkata – 700016
Job CategoryConsumer Bank
Job TypeFull Time
Job ShiftDay
Education QualificationBachelor’s Degree
Posting Date05 January 2026
Job Identification223360
Role ObjectiveAcquire, manage, and deepen relationships with HNW households by providing customized banking, lending, and investment solutions while delivering superior customer experience.
Key ResponsibilitiesAcquire new HNW customers and grow existing portfolios
Manage liabilities and commercial asset relationships
Cross-sell banking, wealth, and third-party products
Deliver high service standards and ensure policy adherence
Educate clients on new products and service enhancements
Plan and execute client engagement and sales initiatives
Collaborate with group companies for holistic solutions
Maintain detailed client interaction and relationship records
Resolve customer complaints within defined TAT
Products HandledCASA, Term Deposits, Loans, Investments, Insurance, Third-Party Products
Nature of RoleRelationship-driven sales with portfolio management
Key Skills RequiredHNW relationship management, financial advisory
Sales & cross-sell orientation
Customer experience management
Strong communication & interpersonal skills
Performance Metrics (KPIs)Portfolio growth, CASA & liability build-up, cross-sell ratio, customer satisfaction

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