Walk-in || 19th August || Walk In - Affluent RM - Gurgaon

Job description

**Interview Date :- 19th August 2026 (Wednesday)** **Interview Time :- 11 AM to 02 PM** **Interview Venue :- Kotak Mahindra Bank, Unit No. 8&9, Sewa Corporate Park”, MG road, Revenue State Of, Tehsil, Sarhol, Gurugram, Haryana 122015** **Hiring: Affluent Relationship Manager** We're looking for a dynamic and client-focused **Affluent Relationship Manager** to acquire, manage, and deepen relationships with affluent business owners, professionals, entrepreneurs, and SME customers. **Key Responsibilities:** - Acquire new affluent and business banking clients through networking, referrals, and market sourcing. - Manage and grow a portfolio of high-value customers by offering tailored banking and wealth solutions. - Drive CASA, deposits, business loans, working capital, trade, and transaction banking business. - Cross-sell wealth, investment, insurance, and fee-based products to enhance wallet share. - Conduct financial need analysis and act as a trusted advisor to clients. - Ensure superior customer experience, portfolio profitability, and regulatory compliance. **Preferred Experience:** - Minimum 6 years' experience managing HNI/Affluent clients. - Background in Business Banking, Retail Banking, Wealth Management, SME Banking, or Relationship Management. - Strong understanding of liabilities, business assets, wealth, and investment products. - Proven track record in client acquisition, relationship management, and revenue generation. **Key Skills:**Relationship Management | Client Acquisition | Business Banking | SME Solutions | Wealth Management | Portfolio Management | CASA Growth | Lending | Cross-Selling | Stakeholder Management **Success in this role means:** Building trusted relationships, growing client portfolios, driving revenue across banking and wealth products, and becoming the preferred financial partner for affluent business customers.