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Relationship Manager - Affluent Priority Segment

Kotak Securities Limited Verified employer

Actively hiring · Posted 1d ago · JEV261069B5E60912

SalarySalary not disclosed
Experience2+ yrs
LocationDehradun, Uttarakhand
Work modeOffice · Full time
Openings1
DepartmentBanking / Insurance / Financial Services
ShiftDay Shift
IndustryBanking / Insurance / Financial Services

Job description

Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Dehradun As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.

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Relationship Manager - Affluent Priority SegmentSalary not disclosed · Dehradun
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