Kotak Mahindra Bank : Relationship Manager – Affluent – AFFLUENT – Relationship Manager

CategoryDetails
CompanyKotak Mahindra Bank
Job TitleRelationship Manager – Affluent – AFFLUENT – Relationship Manager
Job Identification230548
Job CategoryConsumer Bank
Posting Date24/02/2026 (05:30)
LocationMumbai, Maharashtra, India
Office AddressAdmas Plaza, 166/16 CST Road, Kalina, Santacruz (East), Mumbai – 400098
Job TypeFull Time
Job ShiftDay
Education RequiredBachelor’s Degree
Client SegmentAffluent / High-Net-Worth Individuals (HNI)
Primary Role ObjectiveAcquire and manage HNI clients and grow premium banking portfolio
Sales ResponsibilityDrive business across liabilities, assets, and fee-based investment products
Portfolio ManagementConduct regular portfolio reviews and suggest goal-aligned investment options
Client EngagementWeekly/monthly calls, meetings, and personalized advisory services
Revenue ObjectiveIncrease wallet share, cross-sell, and upsell banking & wealth products
CollaborationCoordinate with internal teams for smooth onboarding and service delivery
ComplianceEnsure adherence to bank policies and regulatory guidelines
Additional ResponsibilitiesOrganize client events, engagement initiatives, and sales campaigns
Career NatureHigh-impact sales + advisory + relationship management role in premium segment

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