Kotak Mahindra Bank : Management Trainee – Affluent Relationship Manager

CategoryDetails
Job TitleManagement Trainee – Affluent Relationship Manager
LocationDelhi
Job CategoryConsumer Bank
Job TypeFull Time
Job ShiftDay Shift
Degree RequiredBachelor’s Degree
Job ID234256
Posting Date28/03/2026
Role OverviewResponsible for managing affluent customers, providing banking and investment solutions, and building long-term customer relationships
Key ResponsibilitiesManage affluent customer portfolio; acquire new affluent customers; cross-sell banking and investment products; provide wealth and financial solutions; maintain customer relationships; coordinate with internal teams; ensure compliance and documentation; achieve sales and revenue targets
Target CustomersAffluent Customers / High-Income Individuals
Products to SellSavings & Current Accounts, Investment Products, Mutual Funds, Insurance, Loans, Wealth Management Products
Skills RequiredRelationship management, sales, financial product knowledge, communication skills, customer service, portfolio management, banking knowledge
Work FocusCustomer relationship management, wealth products sales, portfolio growth, and revenue generation

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