Private Banking Relationship Manager

Company: Kotak Mahindra Bank

Location: Pune,MH,India

• Serve ultra-HNI clients with discretionary and advisory services.

• Coordinate bespoke lending, trust and estate solutions.

• Maintain high-touch servicing and periodic reviews.

• Work closely with investment specialists and family office teams.

• Ensure confidentiality and KYC completeness.

• Required: 6–10 years in private banking or wealth management.

• Preferred: CFA or wealth certifications and strong network.

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