Relationship Manager - Affluent-AFFLUENT-Relationship Manager
Kotak Mahindra Bank
5 - 10 years
Mumbai
Posted: 02/03/2026
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Job Description
- Develop and maintain strong relationships with affluent clients, understanding their financial goals and objectives.
- Offer personalized financial advice and solutions, ensuring a high level of customer satisfaction.
- Proactively identify and address client needs, providing timely and accurate information.
- Collaborate with internal teams to deliver a seamless and integrated banking experience.
- Stay updated on market trends, financial products, and services to provide relevant recommendations.
- Conduct regular reviews and performance assessments of client portfolios.
- Ensure compliance with all regulatory and internal policies and procedures.
- Maintain accurate and up-to-date client records and documentation.
- Participate in business development activities to attract and retain affluent clients.
- Provide exceptional customer service and build long-term client relationships.
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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