Management Trainee-AFFLUENT-Relationship Manager
KotakMumbai, Maharashtra, India
Posted April 8, 2026
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
Manage HNI customer relationships, generate business across liabilities, assets, and fee products, and expand the customer base.
Requirements
- Develop new and expand existing HNI customer relationships
- Generate business across liabilities, assets, and fee products
- Formulate and implement sales plans
- Navigate through adaptive and technical challenges
- Conduct client portfolio reviews
- Resolve client queries
- Plan and conduct special sales initiatives