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Wealth Relationship Manager - Mumbai

Company

Kotak Neo

Location

Mumbai, Maharashtra

Posted

June 17, 2026

Position Overview

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-


Responsibilities:


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

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