Kotak Mahindra Bank Ltd18h ago
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New↻ Repost
Relationship Manager - Affluent-AFFLUENT-Relationship Manager
OtherRelationship Manager
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Quick Summary
Overview
➢Manageand grow a portfolio of affluent clients, ensuring their financial needs are met. ➢Conduct in-depth needs analysis and provide tailored financial solutions.
Technical Tools
OtherRelationship Manager
➢Manageand grow a portfolio of affluent clients, ensuring their financial needs are met.
➢Conduct in-depth needs analysis and provide tailored financial solutions.
➢Build and maintain strong relationships with clients, offering a personalized approach.
➢Stay updated on market trends and financial products to offer relevant advice.
➢Collaborate with product specialists and other teams to deliver comprehensive solutions.
➢Achieve sales targets and contribute to the regional sales strategy.
➢Conduct regular client reviews and provide periodic performance reports.
➢Ensure compliance with bank policies and regulations in all client interactions.
➢Participate in marketing and networking events to expand the client base.
➢Achieve business objectives for the area, meeting value, volume, and channel productivity targets
➢Bachelor's degree in Finance, Business, or a related field.
➢Minimum 3 years of experience in relationship management or sales, preferably in banking.
➢Strong knowledge of financial products and services, especially those catering to affluent clients.
➢Excellent communication and interpersonal skills, with a client-centric approach.
➢Ability to build trust and rapport with high-net-worth individuals.
➢Analytical mindset with problem-solving skills.
➢Proficiency in using CRM systems and MS Office.
➢Willingness to travel within the region for client meetings.
➢Fluency in English and regional languages is an advantage.
➢Strong work ethic and a results-driven attitude.
Graduation / Post Graduation
Location & Eligibility
Where is the job
Hyderabad, India
On-site at the office
Who can apply
IN
Listing Details
- Posted
- June 5, 2026
- First seen
- June 5, 2026
- Last seen
- June 5, 2026
Posting Health
- Days active
- 0
- Repost count
- 1
- Trust Level
- 44%
- Scored at
- June 5, 2026
Signal breakdown
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External application · ~5 min on Kotak Mahindra Bank Ltd's site
Please let Kotak Mahindra Bank Ltd know you found this job on Jobera.
3 other jobs at Kotak Mahindra Bank Ltd
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