Job Description
Kotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.
Key Responsibilities
Client Acquisition & Relationship Management Identify and onboard HNI clients. Build and maintain strong relationships through structured profiling and personalized solutions. Sales & Revenue Growth Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds. Execute sales plans and achieve monthly/quarterly targets. Portfolio Management Conduct regular portfolio reviews and recommend investment and credit products. Ensure high engagement through consistent client interactions. Service Excellence & Compliance Resolve client queries promptly within defined TAT. Adhere to KYC, AML, and all regulatory guidelines. Cross-functional Collaboration Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.
Key Responsibilities
Client Acquisition & Relationship Management Identify and onboard HNI clients. Build and maintain strong relationships through structured profiling and personalized solutions. Sales & Revenue Growth Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds. Execute sales plans and achieve monthly/quarterly targets. Portfolio Management Conduct regular portfolio reviews and recommend investment and credit products. Ensure high engagement through consistent client interactions. Service Excellence & Compliance Resolve client queries promptly within defined TAT. Adhere to KYC, AML, and all regulatory guidelines. Cross-functional Collaboration Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.
💡 Quick Summary
Seeking a career-building opportunity? The Affluent Relationship Manager-Business Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.