Rhythm Baruah
Management Trainee- Affluent and Wealth @Kotak Mahindra Bank
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WORK HISTORY
Management Trainee- Affluent and Wealth @Kotak Mahindra Bank
Managing an elite HNI portfolio valued at ₹50 Cr+, with a focus on relationship deepening, brand engagement, and digital-first portfolio optimisation-Achieved 12 %+ MoM book growth in Q1 through cross-channel advisory campaigns, product cross-selling, and client segmentation-Designed custom financial strategies spanning mutual funds, structured products, insurance, and wealth lending, tailored for premium personas-Produced personalised digital communication journeys (including newsletters and media touchpoints), achieving 30 %+ engagement-Curated branded CX events and thematic webinars, driving 20% uplift in referrals and a 95 %+ client satisfaction score-Collaborated cross-functionally with product, compliance, and marketing teams to align messaging and maintain regulatory integrity
ABOUT RHYTHM BARUAH
He is currently working in the affluent channel of Kotak Mahindra bank as a wealth and…
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