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

CategoryDetails
Job TitleElite Relationship Manager – Household
DepartmentBranch Banking
FunctionRelationship Management
Job CategoryConsumer Bank
LocationNoida, Uttar Pradesh, India
Job TypeFull Time
Job ShiftDay
Education QualificationBachelor’s Degree
Job Identification225246
Posting Date06 January 2026
Role ObjectiveManage, acquire, and grow High Net Worth (HNW) client relationships by providing tailored banking and investment solutions
Customer SegmentHigh Net Worth (HNW) Households
Key Responsibilities• Develop & expand HNW client relationships (liabilities & commercial assets)• Ensure superior customer service & policy adherence• Cross-sell banking & investment products• Educate clients on new products & enhancements• Plan & execute sales initiatives and client engagement events• Collaborate with group companies for integrated solutions• Maintain detailed client interaction records• Resolve customer complaints within defined TAT
Products & ServicesCASA, Term Deposits, Loans, Commercial Assets, Investment Products, Third-party Products
Sales FocusClient acquisition, relationship deepening, cross-selling
Compliance & ServiceAdherence to bank policies, service standards, and turnaround times (TAT)
Key Skills RequiredHNW Relationship Management, Financial Acumen, Sales & Cross-Sell Skills, Client Engagement, Communication
Performance Metrics (KPIs)AUM growth, Revenue generation, Cross-sell ratio, Customer satisfaction
Work Location AddressKotak Mahindra Bank Ltd, Ground Floor, C-119, Sector-19, Near DM Office, Noida – 201301
Career ProgressionElite RM → Senior RM → Branch Head → Cluster Manager
Resume KeywordsElite RM, HNW Clients, Branch Banking, Liabilities, Investments, Cross-Selling, Relationship Management

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