Area Manager-Affluent_AFFLUENT_0124_1459_1095732
Kotak Mahindra Bank · kotak.com
MumbaiLead / Manager
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The job in short
Area manager for affluent banking clients, selling wealth, investment and insurance products.
BankingInsuranceCompliance
Details
- Found
- 14 d ago · posted 2026-10-21
- Location
- Mumbai, Maharashtra
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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