Kotak Securities Limited

Relationship Manager - Affluent_AFFLUENT_0411_1752_1026186

Kotak Securities Limited
Pune
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Relationship Manager - Affluent_AFFLUENT_0411_1752_1026186

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.

Job role

Work location
Work locationPune, 1752-Pune- Hadapsar-MAH, Farena Corporate Park, Magarpatta Road, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Securities Limited
Job posted by Kotak Securities Limited

Similar jobs you can apply for

Field Sales

Sales Executive

Aishwarya Caterers
Pune
₹30,000 - ₹40,000*
Field Job
Full Time
Min. 5 years
Good (Intermediate / Advanced) English
Edwise Mantra

Business Development Executive

Edwise Mantra
Sus, Pune
₹15,000 - ₹27,000*
Work from Office
Full Time
Any experience
Basic English
U-Protec Earthing Private Limited

Business Development Manager (BDM)

U-Protec Earthing Private Limited
Pune
₹30,000 - ₹56,000*
Field Job
Full Time
Min. 5 years
Basic English
Make Your Own Perfume (MYOP) LLP

Sales Executive

Make Your Own Perfume (MYOP) LLP
Pune
₹15,000 - ₹25,000*
Work from Office
Full Time
Any experience
Basic English
Go Alpha Kids

Business Development Associate

Go Alpha Kids
Erandwane, Pune
₹30,000 - ₹35,000
Work from Office
Full Time
Any experience
Good (Intermediate / Advanced) English
Bajaj Life Insurance Limited

Retail Executive

Bajaj Life Insurance Limited
Yerawada, Pune
₹24,000 - ₹70,000*
Work from Office
Part Time
Full Time
Any experience
Basic English

You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Pune at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Pune . Through apna, you can find jobs in 64 cities across India. Join NOW!