Walk In Drive| Platinum Relationship Manager

6 days ago

Delhi NCR New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Platinum Relationship Manager

Key Responsibilities :

  • Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).
  • Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc.
  • Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients.
  • Business Development: Acquire new HNI clients through referrals, cold calls, and networking.
  • Revenue Focus: Deliver on asset, liability, and investment revenue targets.

Key Skills Needed

  • Excellent communication & relationship-building skills.

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

  • Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.).

  • Ability to handle clients with discretion & professionalism.
  • Sales orientation with a customer-first approach.

Eligibility & Experience

  • Graduate / MBA preferred.
  • Typically years of banking / wealth management experience.

  • Prior experience in handling affluent / HNI customers is a must.

    Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets

  • Understanding of Mutual Funds and Insurance is an added advantage.

Interview Details

Contact Person : Arun KV (Area Head)

Venue : Kotak Mahindra Bank, Shankar Road, Old Rajinder Nagar, New Delhi

Date & Time : 9th Sept Wednesday - 11:00 AM - 2:00 PM

Note : Candidates should carry updated CV and be in formal attire.

Looking forward to meet You

Thanking You

Team HR

Kotak Mahindra Bank

  • Walk In Drive| Platinum Relationship Manager

    2 weeks ago

    DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India Kotak Mahindra Bank Full time

    Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards,...

  • Walk In Drive

    4 days ago

    Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Platinum Relationship ManagerKey Responsibilities :Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans,...

  • Walk In Drive

    2 days ago

    Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Platinum Relationship ManagerKey Responsibilities :Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans,...

  • Relationship Manager/Royle RM/platinum/TL

    6 days ago

    Delhi, Gurugram, NCR, India BharatHire Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager (RM)–Royale CASA & CA/Platinum RMExp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

  • Platinum Relationship Manager

    4 days ago

    Delhi, -Delhi-C-/-Rana Pratap Bagh-Br-DEL, C-/-Rana Pratap Bagh, Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Platinum Relationship Manager-Business Banking-BRANCH BANKING-Branch Banking Platinum Relationship Manager – Business Banking KRAs:  Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets  Sources new bank customers through external individual efforts and acquisition...

  • Platinum Care Advisor

    7 days ago

    Delhi, NCR, New Delhi, India Make Visions Outsourcing Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are looking for a Platinum Care Advisor to manage premium clients by delivering personalized concierge healthcare services. The role involves end-to-end coordination of health & wellness requirements, building strong client relationships. Required Candidate profileManagerial RoleRole: Ops+ SalesBackground in healthcare, pharma, wellness, or hospitality...

  • Walk-In Drive For Platinum Relationship Managers/ CASA Field Sales

    7 days ago

    Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Roles and ResponsibilitiesIdentify new business opportunities through networking, referrals, and market research to drive revenue growth.Develop and maintain relationships with existing clients to increase wallet share and cross-sell products.Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition,...

  • Walk In Drive

    2 weeks ago

    DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India Kotak Mahindra Bank Full time

    Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards,...

  • Relationship Manager/Royle RM/platinum/TL

    2 weeks ago

    DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India BharatHire Private Limited Full time

    Relationship Manager (RM)–Royale CASA & CA/Platinum RMExp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

  • Walk-in Drive

    2 days ago

    Delhi, NCR, New Delhi, India Rupeek Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    India's leading asset-backed, digital lending fintech platform, Rupeek is hiring for Relationship Manager across Delhi/NCR :Mayur Vihar Phase-3PatparganjHauz khasChandni chowkPunjabi BaghKharkari NaharPitampuraConnaught PlaceNaraina ViharShivalikShalimar BaghJob Title: Relationship ManagerEducation: Bachelors degree (Graduation) Experience: 1-2 years of...