Relationship Manager - Affluent-AFFLUENT-Relationship Manager

Department Icon BFSI (Operations & Lending)
Posted: 2 weeks ago
0-1 years
Cochin / Kochi / Ernakulam, Kerala
BFSI (Operations & Lending)
work from office
Full Time
Closes 27 Nov 2026

Posted: 2 weeks ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the banks premium customer segment.

Skills

SalesAdvisoryBusiness BankingInvestment ProductsRevenue Growth

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About Company

Kotak Securities is a leading financial services company in India, offering a wide range of investment products and services. They provide brokerage services, investment advisory, and wealth management solutions to individual and institutional clients.

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