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Relationship Manager – Affluent Banking
Posted 2mo ago
IndiaOnsite Full-time Any experience Competitive
Kotak Mahindra Bank is looking for a Relationship Manager to manage and grow relationships with affluent clients in Bengaluru, Karnataka.
About the role
This role is focused on managing a portfolio of affluent clients and delivering a superior banking experience. The Relationship Manager will be responsible for understanding client financial needs and offering suitable products and services across deposits, investments, insurance, and lending.
Key responsibilities include:
- Building and deepening relationships with high-net-worth and affluent segment customers
- Identifying cross-sell and upsell opportunities across the bank's product suite
- Ensuring high levels of client satisfaction and retention
- Meeting assigned revenue and portfolio growth targets
The ideal candidate will have a strong background in retail or private banking, excellent interpersonal skills, and a demonstrated ability to manage relationships with discerning clientele. Prior experience in the affluent or wealth management segment is an advantage.