Walk-in || 19th August || Walk In - Affluent RM - Gurgaon

Interview Date :- 19th August 2026 (Wednesday)

Interview Time :- 11 AM to 02 PM

Interview Venue :- Kotak Mahindra Bank, Unit No. 8&9, Sewa Corporate Park”, MG road, Revenue State Of, Tehsil, Sarhol, Gurugram, Haryana 122015

Hiring: Affluent Relationship Manager

We're looking for a dynamic and client-focused Affluent Relationship Manager to acquire, manage, and deepen relationships with affluent business owners, professionals, entrepreneurs, and SME customers.

Key Responsibilities:

• Acquire new affluent and business banking clients through networking, referrals, and market sourcing.
• Manage and grow a portfolio of high-value customers by offering tailored banking and wealth solutions.
• Drive CASA, deposits, business loans, working capital, trade, and transaction banking business.
• Cross-sell wealth, investment, insurance, and fee-based products to enhance wallet share.
• Conduct financial need analysis and act as a trusted advisor to clients.
• Ensure superior customer experience, portfolio profitability, and regulatory compliance.

Preferred Experience:

• Minimum 6 years' experience managing HNI/Affluent clients.
• Background in Business Banking, Retail Banking, Wealth Management, SME Banking, or Relationship Management.
• Strong understanding of liabilities, business assets, wealth, and investment products.
• Proven track record in client acquisition, relationship management, and revenue generation.

Key Skills:Relationship Management | Client Acquisition | Business Banking | SME Solutions | Wealth Management | Portfolio Management | CASA Growth | Lending | Cross-Selling | Stakeholder Management

Success in this role means: Building trusted relationships, growing client portfolios, driving revenue across banking and wealth products, and becoming the preferred financial partner for affluent business customers.