Manages and grows a portfolio of affluent clients by analyzing financial needs, recommending tailored solutions, maintaining trusted relationships, conducting client reviews, and achieving regional sales targets. Collaborates with product specialists, monitors market and product trends, ensures regulatory compliance, prepares performance reports, and participates in networking activities to expand the client base.
As a Relationship Manager-Affluent, you will be the primary point of contact for a portfolio of affluent clients, building strong, long-lasting relationships. Your role is to understand their financial needs, provide expert advice, and offer customized solutions. You will collaborate with various teams to deliver an exceptional client experience and drive sales growth in the regional market.
Responsibilities- Manage and 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.
- 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.
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
Similar Jobs
Fintech • Payments • Financial Services
Manages and grows a portfolio of affluent clients by assessing financial needs, recommending tailored products, maintaining trusted relationships, and conducting regular reviews. The role drives regional sales growth, meets targets, collaborates with product specialists, monitors market trends, supports networking activities, provides performance reports, and ensures compliance with banking policies and regulations. Travel within the region is required for client meetings.
Top Skills:
Crm SystemsMS Office
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
Conduct red-team penetration testing of web, mobile, API, cloud, AI, and LLM applications. Assess vulnerabilities including prompt injection, jailbreaking, data poisoning, and model evasion; develop autonomous AI security-testing agents; perform remediation testing and reporting; and maintain application-security tools such as SAST, DAST, and WAF. Translate technical findings into business risks and collaborate cross-functionally to improve security.
Top Skills:
Ai/MlAPIsAWSAzureDastGCPLlmNistOsintOsstmmOwasp Top 10Owasp Top 10 For LlmsPtesPythonSans Top 25SastWaf
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Lead consulting engagements that translate business requirements into technical solutions. Design and deliver data platforms, ETL pipelines, analytics solutions, architectures, prototypes, testing, deployment, and operations plans using Databricks, Snowflake, Python, PySpark, SQL, and AWS. Manage project teams, distribute tasks, mentor junior staff, communicate with clients, support project planning and risk mitigation, and ensure high-quality delivery across global teams.
Top Skills:
SparkAWSDatabricksETLGitPysparkPythonSnowflakeSQL
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
