Affluent Relationship Manager-Business Banking
Kotak Mahindra Bank
5 - 10 years
Patna, Vishakhapatnam
Posted: 12/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
Job Description: Affluent Relationship Manager Business Banking
Kotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.
Key Responsibilities
- Client Acquisition & Relationship Management
- Identify and onboard HNI clients.
- Build and maintain strong relationships through structured profiling and personalized solutions.
- Sales & Revenue Growth
- Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds.
- Execute sales plans and achieve monthly/quarterly targets.
- Portfolio Management
- Conduct regular portfolio reviews and recommend investment and credit products.
- Ensure high engagement through consistent client interactions.
- Service Excellence & Compliance
- Resolve client queries promptly within defined TAT.
- Adhere to KYC, AML, and all regulatory guidelines.
- Cross-functional Collaboration
- Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
