Affluent Relationship Manager

Kotak Mahindra Bank

6 - 11 years

6 - 12 Lacs

bhilai

Posted:1 week ago| Platform:

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Skills Required

hni portfolio portfolio management hni client handling preferred banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Acquire and manage relationships with High Net Worth Individuals (HNIs) and affluent clients.
Drive sales of banking and investment products including liabilities, assets, insurance, and third-party offerings.
Conduct regular portfolio reviews and provide financial solutions aligned with client goals.
Ensure high levels of customer satisfaction through timely service and personalized engagement.
Achieve revenue and business targets through cross-selling and upselling.
Maintain compliance with internal policies and regulatory guidelines.

Desired Candidate Profile

Graduate with 7 - 12 years of experience in banking or financial services, preferably in HNI relationship management.
Strong communication and interpersonal skills with a customer-centric approach.
Proven ability to manage large portfolios and deliver results.
Certifications like NISM, AMFI, or IRDA are preferred.
Presentable, confident, and capable of handling affluent clientele.

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