Relationship Manager – Affluent Banking
Kotak Mahindra Bank is hiring a Relationship Manager for its Affluent Banking segment in Bengaluru, Karnataka. The role focuses on managing and growing relationships with high-net-worth clients.
About the role
This position is with the Affluent Banking division and requires a professional who can build, manage, and deepen relationships with high-net-worth individuals. The Relationship Manager will serve as the primary point of contact for affluent clients, understanding their financial needs and offering suitable banking and investment solutions.
Key responsibilities include:
- Client Relationship Management: Acquiring and retaining affluent customers by delivering a superior banking experience.
- Portfolio Growth: Growing the assigned portfolio through cross-selling of banking products, investments, insurance, and other financial solutions.
- Financial Advisory: Providing tailored advice aligned with each client's financial goals and risk profile.
- Compliance & Service: Ensuring all client interactions and transactions adhere to regulatory and internal compliance standards.
The ideal candidate will have a strong background in wealth management or retail banking, excellent interpersonal skills, and a demonstrated ability to manage high-value client portfolios. Prior experience in the Bengaluru market would be an advantage.