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Area Manager-Affluent_AFFLUENT_0124_1459_1095732

Kotak Mahindra Bank · kotak.com
MumbaiLead / Manager
Apply on Kotak Mahindra Bank’s site

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Subscribers got this job on 22 October 2026. New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first

The job in short

Area manager for affluent banking clients, selling wealth, investment and insurance products.

BankingInsuranceCompliance

Details

Found
9 d ago · posted 2026-10-21
Location as listed
Mumbai, Maharashtra, India
Role
Banker / Relationship Manager
Source
The company’s own careers site

Full description

Area Manager-Affluent • Strong client relationship management skills, with the ability to build trust and long-term engagement with affluent customers. • Sound understanding of banking products, wealth management solutions, and investment and insurance offerings. • Excellent communication, negotiation, and interpersonal skills to handle diverse client profiles and complex financial discussions. • Ability to analyze financial information, understand risk profiles, and recommend appropriate products and services. • Proactive sales orientation with experience in achieving targets and driving revenue growth in financial services. • High level of integrity, adherence to compliance standards, and familiarity with regulatory guidelines in banking and investment. • Bachelor’s degree in finance, commerce, business, or a related field; a post-graduate qualification or professional certification in finance/wealth management is an added advantage.

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