Affluent Relationship Manager

Join our dynamic Sales team as an Affluent Relationship Manager and help us deliver world-class wealth management solutions to our growing portfolio of high-net-worth clients. You will be the face of our organization for affluent customers, leveraging your expertise in sales and investment advisory to build long-lasting relationships, grow wallet share, and uphold our reputation for exceptional client service.

Responsibilities:

1. Develop, manage, and deepen relationships with affluent and high-net-worth individuals, becoming their trusted financial partner.
2. Identify client needs and provide tailored wealth management solutions, including investment, insurance, and banking products.
3. Achieve and exceed sales targets through proactive acquisition of new affluent clients and expansion of existing portfolios.
4. Conduct regular portfolio reviews, risk assessments, and product suitability analyses to ensure alignment with client goals.
5. Collaborate with product, investment, and research teams to deliver holistic financial planning and bespoke investment strategies.
6. Maintain full compliance with regulatory and internal risk management policies, ensuring thorough documentation and adherence to KYC/AML standards.
7.



Deliver market insights and financial updates through seminars, webinars, and one-on-one consultations.
8. Track and report performance metrics, pipeline status, and client feedback to senior management for continuous improvement.

Requirements:

1. Bachelor’s degree in Finance, Business, Economics, or a related field.
2. 4–10 years of proven experience in affluent banking, wealth management, or financial advisory roles.
3. Demonstrated track record of meeting or exceeding sales and revenue targets.
4. Solid knowledge of investment products, portfolio construction, and financial planning principles.
5. Excellent relationship-building, negotiation, and communication skills.
6. Sound understanding of regulatory requirements, KYC, AML, and risk management practices.
7. Proficiency in CRM platforms and MS Office Suite.

Nice to Have:

1. Existing network of high-net-worth clients within the region.
2. Experience with digital wealth platforms and data analytics tools.
3. Multilingual abilities to serve a diverse client base.
4. Advanced knowledge of alternative investments and global markets.

📌 Affluent Relationship Manager (Bengaluru)
🏢 Kotak Mahindra Bank
📍 Bengaluru