Kotak Mahindra Bank - Relationship Manager
Kotak Mahindra Investments Ltd · Bengaluru · onsite · Posted 4d ago
About a minute. You'll make an account on the way through.
About this role
Role Overview:
- Relationship Manager in MNC business will be given a small portfolio of existing clients to handle.
- Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace.
- Relationship Manager is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions.
Role & responsibilities:
- Acquisition of NTB clients Asset & Liability
- Manage existing portfolio, and grow SOH and CASA book
- Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency
- Revenue delivery across products, ensure compliance to banks audits, statutory and regulatory requirements
- Develop Relationships and liaise with product and operations teams to provide customers experience of high standards
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Skills
About Kotak Mahindra Investments

Kotak Mahindra Investments Ltd
Investment Banking / Venture Capital / Private Equity
375
employees
Mumbai
India
₹23.7L PA avg
Avg at Kotak Mahindra Investments
₹20L – ₹27L PA
This role
About
Kotak Life is a fully owned subsidiary of Kotak Mahindra Bank. Founded in 2001, it provides various protection, savings, investment, and retirement plans. The company reports an individual death claim settlement ratio of 99.50% for FY 20252026 and operates hundreds of branches across India.
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Culture
3.1
Career growth
2.8
Work-life
3.5
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