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Relationship Manager - Affluent

Kotak Mahindra Bank · navi mumbai, India
relationship managementfinancial acumenclient engagementsales strategyportfolio managementcross-sellingupsellingboth

Job Description

As a Relationship Manager in the Affluent Priority segment, you will acquire and manage high-net-worth individual clients. This role requires strong financial acumen and the ability to offer tailored banking solutions. You will build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management.

Qualifications

Bachelor's Degree

Skills Required

  • relationship management
  • financial acumen
  • client engagement
  • sales strategy
  • portfolio management
  • cross-selling
  • upselling

Location

City: navi mumbai · Country: India