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    Kotak Securities logo

    Relationship Manager - Affluent_AFFLUENT-Relationship Manager_Pune

    Kotak Securities · Pune · onsite · Posted 22d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank's premium customer segment.

    Sourced from foundit

    Skills

    customer satisfactionBanking SolutionsFinancial AcumenPortfolio Managementcompliance

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

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