Company Description Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates offering a broad range of banking and financial solutions. In 2003, its flagship company Kotak Mahindra Finance Ltd. became Kotak Mahindra Bank Limited after receiving a banking license from the Reserve Bank of India, making it the first non-banking finance company in India to convert into a bank. The Group provides services across commercial banking, stock broking, mutual funds, life insurance, and investment banking, serving both individual and corporate clients.

With a strong consolidated balance sheet and net worth, Kotak Mahindra has an extensive distribution network across India and international offices in major global financial centers. Candidates can learn more about the organization and its regulatory registrations via the official website and SEBI documentation.

Role Description This is a full-time, on-site Relationship Manager – Affluent role based in Surat. The role involves managing and growing relationships with affluent clients, understanding their financial goals, and offering suitable banking and investment products.

Responsibilities include regular client meetings, portfolio reviews, cross-selling relevant services, and ensuring high levels of customer satisfaction and retention.

The Relationship

Manager will coordinate with internal teams to resolve service issues,



support client onboarding, and ensure compliance with regulatory and internal policies. The role also requires monitoring client accounts, identifying opportunities for new business, and contributing to branch and regional targets.

Qualifications

- Robust client relationship management skills, with the ability to build trust and long-term engagement with affluent customers.
- Sound understanding of banking products, wealth management solutions, and investment and insurance offerings.
- Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions.
- Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services.
- Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services.
- High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment.
- Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.
- Prior experience in retail banking, wealth management, or relationship management with affluent or high-net-worth clients is preferred.

📌 Relationship manager- Affluent (Surat)
🏢 Kotak Mahindra Bank
📍 Surat