BENGALURU · FULLTIME
Affluent Relationship Manager
Planet Solutions
Bengaluru · onsite · Posted 55d ago
Sourced from
₹10.0L - ₹20.0L PA5–10 yrsfulltimeBengaluru
About a minute. You'll make an account on the way through.
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- Read this posting0.7s
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Section · 01
About this role
Manage and grow affluent/HNI customer relationships. Acquire new clients and drive Current Account, CASA, Trade Forex and Trade Finance business. Cross-sell banking and wealth products, grow portfolio and revenue, and ensure customer service.
Required Candidate profile
Experience in Affluent/Relationship Banking with expertise in Current Account, CASA, Trade Forex and client acquisition. Strong sales, portfolio management, cross-selling and relationship skills.Sourced from naukri
Section · 02
Skills
Relationship Manager BankingRetail SalesTrade Financepriority rmHNIAffluent RMHNI Relationship ManagerPortfolio ManagementWealth ManagementCASAForexCurrent AccountSalesAffluent Relationship ManagerTrade ForexPriority Relationship ManagerCasa Sales
Section · Company
About Planet Solutions

Planet Solutions
11-50
employees
2004
22 years old
Bhubaneswar, Odisha
India
₹2.2L PA avg
Avg at Planet Solutions
₹10L – ₹20L PA
This role
About
Kotak Mahindra Bank is one of India’s leading private sector banks, offering a wide range of financial services including retail banking, corporate banking, wealth management, and investment banking, with a strong focus on solutions and innovation.
Employee ratings
10 reviews
4.1/ 5
Culture
4.1
Career growth
3.4
Work-life
4.4
Employees rate it well for
Work-Life Balance44Company Culture41
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