High-Value Client Advisor

Job Description: Affluent Relationship Manager – Business Banking

Kotak Mahindra Bank is seeking dynamic professionals to join as Affluent Relationship Managers in our Business Banking division. This role focuses on managing High Net Worth Individual (HNI) clients, driving acquisition, deepening relationships, and delivering exceptional banking solutions.

Key Responsibilities

• Client Acquisition & Relationship Management
• Identify and onboard HNI clients.
• Build and maintain strong relationships through structured profiling and personalized solutions.
• Sales & Revenue Growth
• Cross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds.
• Execute sales plans and achieve monthly/quarterly targets.
• Portfolio Management
• Conduct regular portfolio reviews and recommend investment and credit products.
• Ensure high engagement through consistent clie...