Relationship Manager - Affluent-AFFLUENT-Relationship Manager
Kotak Mahindra Bank Limited Bangalore
Job Description
As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products.You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction.
The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank's premium customer segment.
Weekday AIBangalore
AUM)
Key Requirements:
• Minimum of 13 years experience in wealth management / private banking
• Extensive experience in client relationship management
• Demonstrated success in handling clients with ticket sizes ranging from ₹5 Cr to ₹25 Cr
• Proven...
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• BankingAge
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Rapipay Fintech Private LimitedBangalore
Job Description
1. 5+ years of experience in Banking Industries.
2. Manage the opening and closing procedures for current accounts, deposits, and other banking products.
3. Conduct diligent follow-ups with banking institutions to ensure timely and...