Associate Relationship Manager - Affluent-AFFLUENT-Service - Non Branch Banking
Kotak Mahindra Bank
5 - 10 years
Mumbai
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Build and maintain strong relationships with affluent customers to understand their financial needs and goals.
- Offer personalized financial solutions and advice to clients, ensuring their satisfaction and loyalty.
- Proactively identify and address client needs, providing timely and accurate information on products and services.
- Collaborate with other teams and departments to deliver a seamless and integrated banking experience.
- Stay updated on market trends, industry developments, and competitor activities to provide valuable insights to clients.
- Conduct regular reviews and assessments of client portfolios, offering strategic recommendations for wealth management.
- Ensure compliance with all regulatory and internal policies, maintaining the highest ethical standards.
- Participate in sales and marketing initiatives to promote the bank's products and services to affluent customers.
- Provide excellent customer service, responding promptly to client inquiries and resolving any issues or concerns.
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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