Affluent Relationship Manager

About the Company

Kotak Mahindra Bank is part of the Kotak Mahindra Group, a major financial services organization founded in 1985. The group became a bank in February 2003 after Kotak Mahindra Finance Ltd. received a banking licence from the Reserve Bank of India, making it the first non-banking finance company in India to transition into a bank. It offers a broad suite of financial solutions, including banking, broking, mutual funds, life insurance, and investment banking, through an extensive branch and franchise network in India and overseas locations.

Role Summary

This role focuses on building and deepening relationships with affluent and high-net-worth customers. The position combines client acquisition, relationship management, product cross-selling, and portfolio review to grow business value across liabilities, assets, and fee-based offerings.

Key Responsibilities

• Bring in new HNI customers and strengthen relationships with current clients through planned and targeted sales activity.
• Understand each client’s financial profile in detail and recommend solutions that fit their needs.
• Grow revenue by selling across liability products, asset products, and fee-based services.
• Review client portfolios regularly and share investment choices that match their goals.
• Stay in touch with clients on a weekly and monthly basis through calls and meetings.
• Address customer questions and concerns within the expected turnaround time to maintain service quality and trust.
• Work closely with internal teams to deliver smooth onboarding and end-to-end service support.
• Take part in customer events, sales drives, and other engagement initiatives.
• Follow bank processes, compliance rules, and regulatory requirements in every client interaction.
• Spot opportunities to cross-sell and upsell to improve wallet share and customer retention.

Candidate Profile

The employer is looking for someone with at least 2 years of experience handling HNI clients.

Eligibility

Any graduate can apply.

Additional Information

Location: Rangareddy, India.

No stipend or salary amount was specified in the source.