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Relationship Manager-Affluent-AFFLUENT-Relationship Manager at Kotak Mahindra Bank

Department: PRIORITYEducation: Bachelor's Degree

Setup
On-site
Location
Pune, Maharashtra
Level
mid
Posted

Description

Kotak Mahindra Bank Ltd is seeking a Relationship Manager for its Affluent Relationship Management team. The role manages and grows a portfolio of affluent clients, provides tailored banking and investment advice, offers wealth management, private banking, and insurance solutions, identifies cross-selling opportunities, monitors compliance, conducts client reviews, and supports marketing and networking activities. The position requires a bachelor's degree in a relevant field, at least three years of relationship management or private banking experience, strong financial-product knowledge, and proficiency with banking software.

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