Affluent Relationship Manager JD Job Role- Develop current and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.

Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.

Formulate and implement the sales plan to acquire current HNI clients and increase the customer base.

Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements.

Ensure client contactability at all times through regular connect with them in weekly/monthly calls.





Resolve client queries for the managed book within the specified TAT.

Plan and conduct special sales initiatives and events for prospective and existing clients.

Endure adherence to all bank and regulatory processes at all times.

Job Requirement

Aptitude to deliver high quality customer service by using organization and interpersonal skills.

Decision making skills with solid sense of ownership.
Experience in portfolio management, building and maintaining HNI customer relationships.

📌 Relationship Manager Affluent Affluent Relationship Manager Madhya Pradesh
🏢 Kotak
📍 Madhya Pradesh