Relationship Manager-Business Banking-Affluent-Priority-Regional sales
Kotak Mahindra Bank (company site, opens in a new tab)PuneOn-siteDirect career pageEst. 8–18 LPA
Posted on 19 Sept
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Job description
Structured overview of role & requirements
About This Role
- Develop and expand relationships with High Net Worth Individuals (HNIs) in Priority Business through detailed client profiling and aligning opportunities with Kotak Group products.
- Generate business across liabilities, assets, and fee-based products to grow relationship value, revenues, and client retention.
- Plan and execute sales strategies to acquire new HNI clients and manage client queries within specified turnaround times, while ensuring regulatory compliance.
Minimum Requirements
- Work Experience Required: Not explicitly mentioned in the JD
- Mandatory experience in handling HNI/Business Banking segment or similar is implied but not explicitly mentioned.
- Not explicitly mentioned: educational qualifications, notice period, or location constraints.
- Not explicitly mentioned: technical or regulatory certifications.
Ideal Candidate Profile
- Experienced in HNI client acquisition and relationship management with a focus on Priority or Business Banking.
- Strong decision-making ability with ownership mindset and capability to work under pressure.
- Skilled at client engagement, portfolio reviews, and conducting sales initiatives/events to enhance client experience and generate business growth.