Walk In Drive || Affluent Relationship Manager - BB || Delhi Location

Role & responsibilities

• Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group.
• Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness.
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.
• Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
• Ensure client contactability at all times through regular connect with them in weekly/ monthly calls.
• Resolves client queries for the managed book within the specified TAT.
• Ensures high levels of customer service orientation and application of bank policy.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Maintains complete relationship record for assigned customer accounts.
• Endure adherence to all bank and regulatory Processes at all times.

Preferred candidate profile :

• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• NISM/IRDA/AMFI if any can be strongly preferred.
• Fluent in communication skills, presentable and a quick grasping power.
• Decision making skills with good sense of ownership-understanding the client requirements.
• Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management.
• Banking/NBFC will be preferred with good portfolio management.
• Experience: minimum 7-8 years of experience in relationship and portfolio management.
• Graduation Qualification in any stream/ MBA preferred.

Interview Details

• Date : 9th Oct'26 (Friday)
• Time : 11:30 AM - 2:30 PM
• Venue : 5th Floor, P.P Trade Centre, Netaji Subhash Place, New delhi-110034
• Contact Person : Krishna Deo (Regional Manager) & Aatish Verma (HR)

Only relevant profiles will be considered.

Looking forward to meet you.

Regards

Kotak HR Team