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
The employer is seeking an experienced Relationship Manager – Affluent to join its banking team in Bengaluru, Karnataka. The role centres on building and nurturing strong relationships with high-net-worth and affluent customers, helping them meet their financial goals through tailored banking and investment solutions.
The successful candidate will be responsible for managing a portfolio of affluent clients, identifying their financial needs, and offering appropriate products and services across deposits, investments, insurance, and lending. A proactive approach to client acquisition and retention will be essential.
- Manage and grow a portfolio of affluent banking clients
- Provide personalised financial advice and product recommendations
- Drive cross-selling of banking, investment, and insurance products
- Ensure high levels of client satisfaction and service quality
- Meet and exceed assigned business targets and revenue goals
This is an excellent opportunity for a motivated banking professional with a strong client-servicing mindset and a passion for wealth management to advance their career with a leading private sector bank.