Relationship Manager - HNI-Kotak Private Banking-Relationship Manager
KotakMumbai, Maharashtra, India
Posted March 9, 2026
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs).
Requirements
- Identify and acquire new HNI clients through strategic networking, referrals, and market research.
- Provide expert guidance on financial planning, asset allocation, and portfolio structuring.
- Drive growth in Assets Under Management (AUM) by cross-selling Kotak’s suite of banking and investment products.
- Ensure full compliance with regulatory requirements, internal policies, and documentation standards.