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

CategoryDetails
CompanyKotak Mahindra Bank
Job TitleRelationship Manager – Affluent – AFFLUENT – Relationship Manager
Job Identification230557
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 while growing premium banking portfolio
Sales ResponsibilityDrive liabilities, assets, and fee-based investment products
Portfolio ManagementConduct periodic portfolio reviews aligned with client financial goals
Client EngagementWeekly/monthly meetings, advisory discussions, relationship building
Revenue ObjectiveIncrease wallet share, cross-sell and upsell financial solutions
CollaborationCoordinate with internal teams for seamless onboarding and service delivery
ComplianceEnsure adherence to regulatory and bank policy standards
Role NatureHigh-impact advisory + sales + relationship management role in premium banking

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