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Kotak5 months ago

Relationship Manager-Affluent-Priority-Regional sales

On-site · Pune, Maharashtra, India

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Large
Industry
Banking Services

Job Summary

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will acquire and manage high-net-worth individual (HNI) clients. The role involves building long-term relationships and driving revenue growth through personalized service and strategic portfolio management. Responsibilities include conducting portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. You will collaborate with internal stakeholders to ensure compliance and high standards of customer satisfaction, making it a high-impact position in the bank's premium customer segment.

Required Qualifications

  • Deep understanding of client needs
  • Strong financial acumen
  • Ability to offer tailored banking solutions
  • Experience in sales and relationship management
  • Strong advisory capabilities
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Kotak

Relationship Manager-Affluent-Priority-Regional sales

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