06 Aug
|
Kotak Mahindra Bank
|
Mumbai
06 Aug
Kotak Mahindra Bank
Mumbai
Platinum Relationship Manager (Platinum Banker- RM)
Kotak Mahindra Bank
Role Summary The Platinum Relationship Manager manages and grows a portfolio of HNI / UltraHNI customers by providing customized Platinum Banking and Wealth Management solutions, while driving AUM, CASA, and revenue growth.
Key Responsibilities
- Manage and deepen relationships with HNI / UltraHNI clients
- Provide investment, wealth, and credit advisory based on client needs
- Drive growth in AUM, CASA balances, and fee income
- Crosssell banking, investment, and insurance products
- Ensure high service standards and personalized client experience
- Maintain strict adherence to regulatory and compliance guidelines
Key Skills
- HNI Relationship Management
- Wealth Advisory & Investments
- CASA & Portfolio Management
- Revenue & Business Growth
- Robust Compliance Orientation
📌 Platinum Banker- Relationship Manager (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai