Affluent Relationship Manager

Location: Delhi

Employment: Full Time

Role & responsibilities

- Acquire current HNI clients and expand existing relationships through strategic sales planning and execution.
- Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
- Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
- Perform regular portfolio reviews and present investment options aligned with client goals.
- Maintain consistent client engagement through weekly/monthly calls and meetings.
- Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
- Collaborate with internal teams to ensure seamless service delivery and client onboarding.




- Organize and participate in special sales initiatives, client events, and engagement activities.
- Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
- Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.

Preferred candidate profile

- Graduate/ Postgraduate
- MBA / PGDM (Preferred).
- At least 4 years of experience managing HNI clients is required.
- Good Communication Skills Required.

Regards

Kotak HR Team

📌 Affluent Relationship Manager || Delhi Location (New Delhi)
🏢 Kotak Mahindra Bank
📍 New Delhi