Relationship Manager-Affluent-Priority-Regional sales
Kotak Mahindra Bank
5 - 10 years
Chandigarh
Posted: 02/03/2026
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Job Description
- Manage and grow a portfolio of affluent clients, ensuring their financial needs are met.
- Conduct in-depth needs analysis and provide tailored financial solutions.
- Build and maintain strong relationships with clients, offering a personalized approach.
- Stay updated on market trends and financial products to offer relevant advice.
- Collaborate with product specialists and other teams to deliver comprehensive solutions.
- Achieve sales targets and contribute to the regional sales strategy.
- Conduct regular client reviews and provide periodic performance reports.
- Ensure compliance with bank policies and regulations in all client interactions.
- Participate in marketing and networking events to expand the client base.
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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