Relationship Manager – Affluent Banking
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 customers, delivering personalised banking and financial solutions that meet their wealth and lifestyle needs. The Relationship Manager will act as the primary point of contact for high-net-worth clients, building long-term trust and deepening engagement across the bank's product suite.
Key responsibilities include:
- Acquiring and retaining affluent clients by understanding their financial goals and offering suitable banking, investment, and insurance solutions
- Cross-selling and upselling relevant products to grow the portfolio's revenue and assets under management
- Ensuring a high standard of service delivery and client satisfaction at all times
- Maintaining compliance with internal policies and regulatory guidelines in all client interactions
The ideal candidate will have a strong background in retail or private banking, demonstrated experience in client relationship management, and a sound understanding of financial products suited to affluent segments. Excellent communication and interpersonal skills are essential for success in this role.