Affluent Relationship Manager (Dehradun)

Affluent Relationship Manager (Dehradun)

07 Nov
|
Kotak Mahindra Bank
|
Dehradun

07 Nov

Kotak Mahindra Bank

Dehradun

AFFLUENT RELATIONSHIP MANAGER

Locations:

- Dehradun

- Roorkee

- Saharanpur

- Aligarh

Key Responsibilities:

- Manage and develop relationships with HNI customers.

- Acquire new affluent/HNI clients and expand the customer base.

- Drive business across liabilities, assets and fee-based products.

- Understand client investment needs and provide suitable financial solutions.

- Conduct regular portfolio reviews and maintain strong client relationships.

- Ensure excellent customer service and timely resolution of queries.

- Drive revenue growth while ensuring compliance with banking regulations.

What We Are Looking For:

- Experience in HNI/Affluent Relationship Management.

- Robust client acquisition and portfolio management skills.

- Excellent communication and interpersonal skills.

- Strong sales orientation and customer relationship capabilities.

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

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