Kotak Mahindra Bank
Relationship Manager - Affluent_AFFLUENT_0411_1752_1026186
Be an Early Applicant
Acquire and manage high-net-worth clients in the affluent banking segment. Build relationships, profile financial needs, recommend banking and investment solutions, grow revenue through cross-selling, conduct portfolio reviews, resolve client issues, support onboarding, organize engagement initiatives, and ensure compliance with banking policies and regulatory requirements.
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.
ResponsibilitiesAcquire new HNI clients and expand existing relationships through strategic sales planning and execution.
Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
Perform regular portfolio reviews and present investment options aligned with client goals.
Maintain consistent client engagement through weekly/monthly calls and meetings.
Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
Collaborate with internal teams to ensure seamless service delivery and client onboarding.
Organize and participate in special sales initiatives, client events, and engagement activities.
Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.
Similar Jobs
Cloud • Security • Software • Cybersecurity • Automation
Leads second-line SOX compliance for assigned business processes, advising control owners on risk assessment, control design, remediation, and deficiency evaluation. Prepares auditor-ready technical memos, reports, process documentation, and severity assessments; coordinates with Internal and external auditors; and partners with IT SOX on systems and application controls. The role also supports compliant adoption and automation of AI-enabled processes and collaborates with cross-functional business leaders.
Top Skills:
Ai AgentsAi ToolsAuditboardCoso Framework
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Conduct and scale life-cycle assessments across Pfizer’s product portfolio, including data collection, validation, modeling, carbon-impact analysis, consultant coordination, and interpretation of results. Translate findings into business recommendations for packaging, transportation, product sustainability, tenders, and other decisions. Develop reusable datasets, processes, methodologies, and digital solutions while collaborating with technical and nontechnical stakeholders.
Top Skills:
Artificial Intelligence (Ai)AutomationLca DatabasesLca Modeling ToolsLife Cycle Assessment (Lca)Product Carbon Footprinting (Pcf)
Financial Services
Own product strategy, roadmaps, discovery, requirements, backlogs, releases, and delivery for voice recording, business controls, and applied AI products. Partner with global agile development teams and stakeholders to deliver secure enterprise capabilities. Track adoption, quality, customer experience, and operational outcomes while identifying generative AI opportunities and leading cross-functional programs.
Top Skills:
Agent-Based WorkflowsAPIsCloud ApplicationsDubberGenerative AiGlobal RelayMicrosoft PurviewNiceProofpointSmarshVerint
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
