 
						Walk In Drive| Platinum Relationship Manager
1 week ago
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 Drive7 days ago 
 Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPlatinum 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 Drive5 days ago 
 Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPlatinum 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 Drive2 hours ago 
 Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPlatinum 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,... 
- 
					  Platinum Relationship Manager7 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 yearPlatinum 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 Relationship Manager2 days ago 
 New Delhi, -Delhi-C-/-Rana Pratap Bagh-Br-DEL, C-/-Rana Pratap Bagh, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPlatinum Relationship Manager-Household-BRANCH BANKING-Branch Banking JD: PRM- HH Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs... 
- 
					
					
 Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRoles 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,... 
- 
					  Platinum Care Advisor1 week ago 
 Delhi, NCR, New Delhi, India Make Visions Outsourcing Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe 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 Drive5 days ago 
 Delhi, NCR, New Delhi, India Rupeek Full time ₹ 9,00,000 - ₹ 12,00,000 per yearIndia'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... 
- 
					Walk-in Drive5 days ago 
 Delhi, NCR, New Delhi, India Rupeek Full time ₹ 9,00,000 - ₹ 12,00,000 per yearIndia's leading asset-backed, digital lending fintech platform, Rupeek is hiring for Relationship Manager across Delhi/NCR :Mayur Vihar Phase-3Hauz khasChandni chowkPunjabi BaghDwarka sector 23Anand Vihar/ShahdaraVasant KunjNirman ViharKharkari NaharPitampuraShivalikJob Title: Relationship ManagerEducation: Bachelors degree (Graduation)Experience: 1-2 years... 
- 
					  Walk In Drive2 days ago 
 Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per yearKey Responsibilities:Source and acquire new CASA customers through field sales, cold calling, and referrals.Conduct customer onboarding, ensure complete KYC and documentation.Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.).Achieve assigned CASA acquisition and revenue targets.Build and maintain strong customer relationships for...