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.

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