Platinum Banker- Relationship Manager at Kotak… · Mumbai

Platinum Relationship Manager (Platinum Banker- RM)

Kotak Mahindra Bank

Role Summary

The Platinum Relationship Manager manages and grows a portfolio of HNI / UltraHNI customers by providing customized Platinum Banking and Wealth Management solutions, while driving AUM, CASA, and revenue growth.
Key Responsibilities
• Manage and deepen relationships with HNI / UltraHNI clients
• Provide investment, wealth, and credit advisory based on client needs
• Drive growth in AUM, CASA balances, and fee income
• Crosssell banking, investment, and insurance products
• Ensure high service standards and personalized client experience
• Maintain strict adherence to regulatory and compliance guidelines

Key Skills
• HNI Relationship Management
• Wealth Advisory & Investments
• CASA & Portfolio Management
• Revenue & Business Growth
• Strong Compliance Orientation