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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.

Relationship Manager – Affluent Banking | Bengaluru | JobsQueen