Area Manager-Affluent_AFFLUENT_0124_0462_1009441

Kotak Mahindra Bank · Chennai, IN

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JD : Key Responsibilities • Team Leadership & Mentoring: Supervise and mentor a team of 4 to 9 Privy or Affluent Relationship Managers (RMs). [1] • Portfolio & Liability Growth: Oversee high-net-worth client accounts to increase liabilities, capture a larger share of wallet, and retain customer profitability. [1] • Joint Calls & Advisory: Conduct joint client meetings with RMs, provide financial planning and investment guidance, and ensure customer service standards are met....