Relationship Manager

Company Description At Kotak Neo, a recognized Great Place to Work®, team members are supported by an inclusive culture that values transparency, ethical conduct, and strong work ethics within a stable financial services environment. The organization invests in professional growth through structured training and mentorship, creating clear pathways for career advancement and leadership development. Kotak Neo emphasizes innovation, leveraging cutting-edge technology and digital tools so employees can help shape modern financial solutions. Flexible work arrangements, wellness initiatives, and a commitment to equity and diversity enable individuals to thrive both personally and professionally. In addition, the company drives positive social impact through Corporate Social Responsibility initiatives focused on financial literacy, education, and livelihood programs.

Role Description This is a full-time, on-site Elite Wealth Relationship Manager role based in Lucknow. The EWRM will oversee a portfolio of clients, build long-term relationships, and serve as a trusted point of contact for financial products and services. Daily responsibilities include understanding client needs, recommending suitable solutions, facilitating account opening and servicing, and ensuring a high standard of customer experience. The role also involves coordinating with internal teams, tracking client interactions, resolving queries promptly, and supporting business growth through referrals and cross-selling opportunities. The Relationship Manager will adhere to regulatory guidelines and internal policies while maintaining accurate documentation and reporting.

Qualifications

• Candidates should possess strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
• Candidates should possess sales and business development capabilities, including cross-selling, upselling, and meeting defined performance targets.
• Candidates should possess solid communication and interpersonal skills, including clear verbal and written communication and active listening.
• Candidates should possess basic financial acumen and an understanding of banking or investment products, market trends, and risk considerations.
• Candidates should possess organizational and time-management skills, with attention to detail and the ability to handle multiple client requests efficiently.
• Relevant experience in retail banking, broking, or financial services relationship management is beneficial.
• A bachelor’s degree in finance, business, economics, or a related discipline is preferred.
• Comfort with digital tools, CRM systems, and standard office software is advantageous.