Rohit Venkat
Affluent Relationship Manager
- Role
- Associate Vice President at Kotak Mahindra Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Associate Vice President
Nov 2025 — Present · Mumbai, IN
Managing a premium portfolio of affluent customers and ensuring high service standards• Offering tailored investment advisory across mutual funds, insurance, and structured products• Identifying client goals and recommending appropriate financial solutions• Driving cross-sell opportunities while maintaining risk and compliance standards• Coordinating with internal teams to deliver seamless customer experience• Ensuring consistent portfolio growth and client satisfaction
Education
National Institute of Event Management
PGDM
2014 — 2015
The Kelkar Education Trusts Vinayak Ganesh Vaze College of Arts Sciience and Commerce
Bachelors In Mass Media
2011 — 2014
SIES College of Management Studies - India
Master of Business Administration - MBA
2017 — 2019
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