Affluent Relationship Manager AVP/DVP Kotak Mahindra Bank- Mumbai Pune

1 week ago


Mumbai Navi Mumbai Pune, India Executive Resource Consultants Full time ₹ 24,00,000 per year

If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at

Roles and Responsibilities

  • Manage relationships with high net worth individuals (HNIs) and Ultra HNIs, providing personalized Wealth Management solutions.
  • Identify new business opportunities through referrals, networking, and market research to acquire new clients.
  • Develop and maintain strong relationships with existing clients to increase wallet share and product penetration.
  • Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs.
  • Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.

Job Requirement:-

  • Aptitude to deliver high-quality customer service by using organizational and interpersonal skills.
  • Minimum 4 to 14 years of experience.
  • Decision-making skills with a strong sense of ownership.
  • Experience in portfolio management, building and maintaining HNI customer relationships.

Qualifications / Qualities:

  • MBA / CA/ CAIIB
  • Should have sales orientation
  • Leadership skills. (Though more tactical than strategic).
  • Thinker : Doer = 40:60

AGE: Maximum- 38 years

THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

PERKS & BENEFITS:* CTC Upto 24Lacs + Bonus+ Home Loan Benefits.



  • Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 3,50,000 per year

    Kotak Mahindra Bank - Outbound Process Role:Handle outbound customer calls for Kotak 811 Cross-sell banking productMeet sales & service targetRequirements:Min 6 months sales expGraduate Excellent ENG communicationSal: Upto 3.5 LPA CTC Required Candidate profileAge: 18–32 yearsNo long employment gapsShift: 9-hour rotational (8 AM–8 PM)Week Offs:...

  • Kotak Mahindra Bank

    3 days ago


    Navi Mumbai, Maharashtra, India Credicus Business Services Full time ₹ 3,50,000 - ₹ 4,50,000 per year

    Job Role: Virtual Relationship ManagerCompany:- Kotak Mahindra BankLocation: Wagle Estate, Thane West Department: Customer Service / SalesEmployment Type: Full-TimePayroll: Directly on Kotak Mahindra Bank's PayrollExperience: Banking Sales/BPO Sales (No Freshers)Gender: Male/FemaleEducation: Graduate | Age: 18-32 yrsSkills: Fluent English, Strong Sales &...


  • Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 24,00,000 - ₹ 60,00,000 per year

    Job Role: Virtual Relationship Manager (VRM) Kotak Mahindra BankLocation: Wagle Estate, ThaneEmployment Type: Full-timeDepartment: Banking SalesPayroll: Directly on Kotak Mahindra Banks payrollEligibility Criteria:Gender: Male/Female candidates can applyEperience:Minimum 1 year of experience in banking sales or BPO voice process with sales exposureNo...


  • Navi Mumbai, Maharashtra, India Career Empower Full time ₹ 3,00,000 - ₹ 4,25,000 per year

    Urgent hiring for Kotak Mahindra Bank Limited. For the Post of Virtual Relationship Manager For Thane-(Wagle Estate) Location.=> This is permanent job on roles of the Kotak Mahindra Bank Ltd. with fixed salary + high incentives.=> Be part of fastest growing digital sales channel in financial services industry.=> This will be permanently working from office...


  • Navi Mumbai, Maharashtra, India Credicus Business Services Full time ₹ 4,20,000 per year

    Kotak Mahindra Bank - customer care Role:Handle outbound customer calls for 811 digital bankingCross-sell banking productMeet sales & service targetRequirements:Min 6 months sales expGraduate Excellent ENG communicationSal: Upto 3.5 LPA CTC Required Candidate profileAge: 18–32 yearsNo long employment gapsShift: 9-hour rotational (8 AM–8 PM)Week Offs:...

  • Digital Banking

    3 days ago


    Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 3,50,000 per year

    Kotak Mahindra Bank - customer care Role:Handle outbound customer calls for 811 digital bankingCross-sell banking productMeet sales & service targetRequirements:Min 6 months sales expGraduate Excellent ENG communicationSal: Upto 3.5 LPA CTC Required Candidate profileAge: 18–32 yearsNo long employment gapsShift: 9-hour rotational (8 AM–8 PM)Week Offs:...


  • Pune, Maharashtra, India Kotak Mahindra Bank Full time

    Relationship Manager - NR-RETAIL NR-Regional sales Job Role: • Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank. • Meeting monthly acquisition target for liability sales • Initiating, in consonance with community banking, credit proposals for high net worth individuals...


  • mumbai, India Bank Full time

    Investment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya qcprofile@gmail.com Wassup - 9137265848Role Details: Grade: [SM/AVP/DVP]Maximum CTC: [11L - 30L]Location: [Lower Parel]Position: [2] The purpose of this role is to guide and motivate the team...


  • Mumbai, India Bank Full time

    Investment Counsellor - AVP / DVP Role Opening for a Leading Bank - Looking for candidates from Banking Only Kindly Share updated resume asap - Contact Person : Divya Wassup - Role Details: Grade: (SM/AVP/DVP) Maximum CTC: (11L - 30L) Location: (Lower Parel) Position: (2) The purpose of this role is to guide and motivate the team of Investment Counsellor for...

  • Kotak Bank

    2 weeks ago


    Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 3,50,000 per year

    Directly on Bank's payroll Handle Inbound customer queries Cross-sell banking products Work in rotational shifts Salary: Up to 3.5 LPA Growth: Opportunity to move up within Kotak's digital banking division Age Limit: 18 to 32 years Required Candidate profileExperience: Must have prior Tele experience (No freshers) Education: Graduate (any stream) ...