Affluent Relationship Manager-Business Banking

Job Description: Affluent Relationship Manager – Business BankingKotak 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 ResponsibilitiesClient Acquisition & Relationship ManagementIdentify and onboard HNI clients.Build and maintain strong relationships through structured profiling and personalized solutions.Sales & Revenue GrowthCross-sell banking products: liabilities, assets, trade/forex, wealth, insurance, and mutual funds.Execute sales plans and achieve monthly/quarterly targets.Portfolio ManagementConduct regular portfolio reviews and recommend investment and credit products.Ensure high engagement through consistent client interactions.Service Excellence & ComplianceResolve client queries promptly within defined TAT.Adhere to KYC, AML, and all regulatory guidelines.Cross-functional CollaborationCoordinate with internal teams (Wealth, Trade, Treasury) for seamless service delivery.