Sales Relationship Manager

Not Disclosed

Kotak Mahindra Bank Limited

Mihan, Nagpur

2 - 6+ years Experience in Sales / Business Development

1 Opening

Full Time

Job Highlights

All Education levels

All genders

5 days working | Day Shift

Job Description

Relationship Manager-Affluent-Priority-Regional sales 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. Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness. Experience Level Mid Level

Other Details

It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Sales Relationship Manager job

What qualifications and experience are required for this Sales Relationship Manager position?
Ans : Candidates should have All Education levels with 2-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Sales Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Mihan, Nagpur.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Sales Relationship Manager job is open for both male and female candidates.
Where is this job located?
Ans : This Sales Relationship Manager job is located in Mihan, Nagpur.
Why should you apply for this Sales Relationship Manager job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.