Wealth Relationship Manager - Mumbai

We are hiring dynamic professionals with 3 - 6 years experience to join our Wealth Channel -Affluent Client Relations (Wealth RM) team at Mumbai.

Join our Walk-in Drive on 6th Jun-2026 for Wealth RM role 10 AM - 2 PM

Interview Location : 705/706, 7th Floor, Centre Point Premises Co Op Soc Ltd, J B Nagar, Near Chakala Metro Station, Andheri Kurla Road, Mumbai- 400059

Responsibilities:

1. Work closely with the branch team to reach out to high priority and affluent clients.
2. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
3. Achieve AUM and revenue targets through cross-selling investment products to exiting clients
4. Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
5. Keep upda...

Ready to Apply?

Submit your application today and join our talented team at Kotak Neo.