Kotak Mahindra Bank

Relationship Manager - HNI_Kotak Private Banking_0411_1780_1067555

Pune, Maharashtra, India

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hirly's read of this role

Seniority: Lead / management
Country: IN
Work mode: On-site / unstated
First seen by hirly: 15 Oct 2026

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the posting

Description Roles & Responsibilities: Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with col…

Original posting on Kotak Mahindra Bank's site ↗

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