Affluent Relationship Manager

21 hours ago

Patna, Bihar, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Role & Responsibilities

  • Acquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment.
  • Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.).
  • Conduct regular portfolio reviews and provide tailored financial solutions based on client needs and risk profiles.
  • Ensure superior customer service and timely resolution of client queries.
  • Achieve assigned sales targets and ensure compliance with all regulatory and bank policies.
  • Organize client engagement activities and events to strengthen relationships and enhance client loyalty.
  • Coordinate with internal teams for seamless service delivery and execution of client requests.

Preferred Candidate Profile

  • Graduate/Postgraduate with years of experience in relationship management, wealth management, or HNI client servicing.
  • Proven track record in acquiring and managing affluent/HNI clients in the banking or financial services sector.
  • Strong knowledge of investment products, financial markets, and regulatory guidelines.
  • Excellent communication, interpersonal, and sales skills.
  • Customer-centric approach with a high degree of integrity and ownership.
  • Ability to work under pressure and achieve business targets.

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