Company Description Kotak Private is a premier wealth management platform in India, managing the wealth of more than 65% of India’s top 100 richest families. The business offers comprehensive, customized solutions across asset classes, supported by cutting-edge investment research and advisory capabilities. Clients benefit from a robust service framework designed to protect and grow wealth over the long term.

Kotak

Private operates under SEBI regulations, with registration details available at: https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf.

Role Description The Service Relationships Manager is a full-time, on-site role based in Mumbai, focused on delivering a high-quality service experience to Kotak Private’s clients. This role involves managing and nurturing client relationships, responding to service requests, and ensuring timely resolution of queries and issues. The person in this position collaborates with relationship managers and internal teams to coordinate account operations, documentation, and transaction support.

Daily responsibilities include monitoring client satisfaction, providing clear and professional communication, and proactively identifying opportunities to enhance the overall service experience.



The role also requires maintaining accurate records, adhering to regulatory and internal compliance standards, and supporting continuous improvements in service processes.

Qualifications

- Candidates should possess strong Business Relationship Management and Customer Satisfaction skills to effectively manage and deepen client relationships.
- Candidates should possess excellent Customer Service and Communication skills to handle queries, resolve issues, and provide clear, professional client interactions.
- Candidates should possess solid Finance knowledge to understand wealth management products, investment solutions, and operational aspects of client portfolios.
- Relevant bachelor’s degree in finance, business, economics, or a related field; advanced certifications in wealth management or financial services are an advantage.
- Experience in private banking, wealth management, or high-net-worth client servicing, with solid attention to detail and adherence to regulatory and compliance standards.
- Ability to work collaboratively with cross-functional teams, manage multiple priorities, and use CRM or similar systems to track client interactions and service workflows.

📌 Service Relationships Manager (Mumbai)
🏢 Kotak Private
📍 Mumbai