Associate Relationship Manager - Affluent

4 - 9 years

6 - 9 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Develop and nurture strong relationships with affluent clients to provide tailored ficial advice and wealth management solutions.
  • Analyze client portfolios and offer investment strategies aligned with their ficial goals and risk appetite.
  • Ensure seamless onboarding of new clients by coordinating with cross-functional teams for KYC, documentation, and account setup.
  • Proactively identify cross-selling and upselling opportunities for banking and investment products while maintaining a high level of client satisfaction.
  • Monitor market trends and portfolio performance to recommend timely adjustments.
  • Act as a single point of contact for client servicing, resolving queries promptly, and ensuring compliance with internal policies and regulatory standards.
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    Kotak Mahindra Bank logo
    Kotak Mahindra Bank

    Banking

    Mumbai Maharashtra

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