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Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking

Kotak Mahindra Bank

5 - 10 years

Mumbai

Posted: 29/10/2025

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Job Description

The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their financial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success. Responsibilities:
  • Develop and maintain strong relationships with affluent customers, understanding their financial goals and requirements.
  • Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer needs.
  • Proactively identify and address customer concerns, providing timely and effective resolutions.
  • Conduct regular reviews and performance assessments of customer portfolios, ensuring alignment with their financial objectives.
  • Stay updated with market trends, regulatory changes, and industry developments to provide accurate and relevant financial advice.
  • Collaborate with other teams, such as investment advisors and wealth managers, to deliver comprehensive financial solutions.
  • Generate new business opportunities by identifying potential customers and cross-selling bank products and services.
  • Maintain accurate and up-to-date customer records, ensuring compliance with regulatory requirements.
  • Participate in team meetings and contribute to the overall strategy and direction of the Affluent-Service team.
  • Represent the bank professionally and ethically, upholding its values and reputation.

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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