| Company | Kotak Mahindra Bank |
| Job Title | Relationship Manager – Affluent (Priority Banking) |
| Job ID | 233047 |
| Location | Gujarat |
| Workplace | Bodakdev Branch |
| Job Type | Full Time |
| Work Shift | Day |
| Department | Consumer Bank – Affluent / Priority Banking |
| Role Purpose | Acquire and manage high-net-worth individual (HNI) clients while providing tailored banking and investment solutions |
| Target Customers | HNI / Affluent banking clients |
| Key Responsibilities | Acquire new affluent clients, manage portfolios, conduct client profiling, provide investment advisory, and maintain long-term relationships |
| Product Focus | Liabilities, asset products, and fee-based investment products |
| Client Engagement | Portfolio reviews, regular client meetings, client events, and relationship building |
| Revenue Objective | Increase wallet share through cross-selling and upselling financial products |
| Compliance | Follow bank policies, regulatory guidelines, and maintain high service standards |
| Internal Coordination | Work with internal teams for onboarding, service delivery, and portfolio management |
| Qualification | Bachelor’s Degree |
| Core Skills | Relationship management, wealth advisory, sales, client engagement, financial planning |
