Job Description: Affluent Relationship Manager – Business Banking

Kotak Mahindra Bank is seeking energetic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.

Key Responsibilities
Client Acquisition & Relationship Management
Identify and onboard HNI clients.
Build and maintain strong relationships through structured profiling and personalized solutions.
Sales & Revenue Growth
Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds.
Execute sales plans and achieve monthly/quarterly targets.
Portfolio Management
Conduct regular portfolio reviews and recommend investment and credit products.
Ensure high engagement through consistent client interactions.
Service Excellence & Compliance
Resolve client queries promptly within defined TAT.
Adhere to KYC, AML, and all regulatory guidelines.
Cross-functional Collaboration
Coordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.

📌 Affluent Relationship Manager-Business Banking (Hyderabad)
🏢 Kotak Mahindra Bank
📍 Hyderabad