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Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Chennai

Kotak Securities Ltd
Tamil Nadu, IND
Onsite
Discovered 3 weeks ago
High-net-worth client acquisitionRelationship managementFinancial acumenBanking solutionsInvestment productsPortfolio management

Full Job Posting

Role overview

Relationship Manager in the Affluent Priority segment of Business Banking, serving high-net-worth individual clients.

The role combines sales, relationship management, and advisory capabilities in the bank’s premium customer segment.

Responsibilities

  • Acquire and manage high-net-worth individual clients.
  • Offer tailored solutions across liabilities, assets, and investment products.
  • Build long-term relationships, grow revenue, and manage client portfolios.
  • Coordinate with internal stakeholders to support service delivery, compliance, and customer satisfaction.
  • Conduct regular portfolio reviews and identify cross-sell opportunities.
  • Organize client engagement initiatives to strengthen relationships and increase wallet share.

Candidate profile

  • Requires a deep understanding of client needs and strong financial acumen.
  • The role calls for the ability to offer tailored banking solutions and deliver personalized service.

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