Affluent Relationship Manager - Business Banking

About Kotak Mahindra Bank

Founded in 1985, Kotak Mahindra Group stands as one of India's premier financial conglomerates. Receiving its banking license from the Reserve Bank of India in 2003, Kotak Mahindra Bank Limited became the first entity to transition from a non-banking finance company to a bank in India. With a consolidated balance sheet surpassing 1 lakh crore and a net worth of approximately 13,943 crore (around US$ 2.6 billion) as of September 2012, the Group delivers an extensive range of financial products and services. These span commercial banking, stock broking, mutual funds, life insurance, and investment banking, serving individuals and corporations alike. Its expansive distribution network includes numerous branches and franchisees across India, as well as international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius, and Singapore.

Position Overview

We are actively seeking a motivated Affluent Relationship Manager specializing in Business Banking. The selected candidate will be entrusted with sourcing, managing, and expanding relationships with affluent business owners, professionals, entrepreneurs, and SME clients.

Key Responsibilities

• Source new affluent and business banking clientele utilizing networking, referrals, and market-driven approaches.
• Oversee and enhance a portfolio consisting of high-worth customers by presenting customized banking and wealth solutions.
• Promote Current Account Savings Account (CASA), deposits, business loans, working capital, trade, and transactional banking services.
• Upsell wealth management, investments, insurance, and fee-based products to maximize client wallet share.
• Perform detailed financial needs assessments and serve as a trusted financial consultant to clients.
• Guarantee exceptional customer service, sustain portfolio profitability, and maintain adherence to regulatory standards.

Preferred Experience and Skills

• A minimum of six years managing high net worth and affluent customers.
• Experience in Business Banking, Retail Banking, Wealth Management, SME Banking, or Relationship Management roles.
• In-depth knowledge of liability products, business assets, wealth, and investment instruments.
• Demonstrated success in client acquisition, relationship nurturing, and revenue growth.

Interview Details

Date: 19th August 2026 (Wednesday)
Time: 11 AM to 4 PM
Venue: Kotak Mahindra Bank, 15th Floor, Sohini Tech Park, Nanakramguda, Financial District, Hyderabad

Success Indicators

Success in this role is defined by the ability to build trusted partnerships, expand client portfolios, boost revenue across banking and wealth products, and establish oneself as the favored financial advisor for affluent business clientele.

Eligibility

Graduates from any discipline may apply.