JD

Relationship Manager - Affluent

Role: Relationship Manager - Affluent
Location: Delhi
Grade Offered: M4 / M5
Experience Level: Mid-Level

Role Summary

We are looking for a Relationship Manager to acquire, manage, and deepen relationships with High Net Worth Individual (HNI) clients within the Affluent Banking segment. The incumbent will be responsible for driving business across liabilities, assets, wealth, and fee-based products while delivering a superior customer experience. The role requires robust relationship management, sales, and financial advisory skills to enhance portfolio value and achieve business objectives.

Key Responsibilities
Acquire new Affluent/HNI customers and expand existing relationships.
Drive business across liabilities, assets, investments, and fee-income products.
Conduct financial profiling and provide customized banking solutions.
Increase portfolio profitability through cross-selling and upselling.
Review client portfolios regularly and recommend suitable investment solutions.




Build robust client engagement through regular meetings and relationship reviews.
Ensure timely resolution of customer queries and service requests.
Coordinate with internal stakeholders for seamless onboarding and servicing.
Organize client engagement activities and sales initiatives.
Adhere to all compliance, regulatory, and risk management guidelines.

Candidate Profile
Experience in Affluent Banking, Wealth Management, Priority Banking, Retail Banking, or Relationship Management.
Strong understanding of investment, liability, and asset products.
Proven track record in client acquisition and revenue generation.
Excellent relationship management and stakeholder management skills.
Solid communication, sales, and advisory capabilities.
Existing network of HNI clients in the Delhi market will be preferred.

This role is ideal for candidates with a solid HNI client base and demonstrated success in portfolio management, wealth advisory, and business acquisition within the banking industry.

📌 Relationship Manager Affluent Affluent 0411 0171 1093630 Delhi
🏢 Kotak Securities
📍 Delhi