Cluster Manager -Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales
Kotak Mahindra Bank
5 - 10 years
Jaipur
Posted: 24/06/2025
Job Description
- The prime responsibility is to manager a team of SRM/RM of the state and ensure they interact & liaison with Finance Heads/ Accounts Officers/ Key Decision Makers in various Institutions like Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/ Charitable Organizations, Corporate/PSUs retirlas, NGOs, etc. to source business & offer customized financial solutions for their needs.
- To ensure growth of own & regional CASA & TD portfolio of clients by cross-selling products & services like CMS, Trade/FX, Loans, Fees Collection, Digital banking solutions, etc.
- Liaising with RL branches, to source new business (other than own sourcing) and also provide customized product/sales support to branches involved in generation of leads.
- Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.
- Good knowledge for deal structuring and knowledge of various products/ services including Cash Management, Trade/FX and General Banking Products, Processes and Operations would be an added advantage.
- Interpersonal effectiveness and influencing skills - Ability to speak with conviction using data and logic.
- Analytical - Ability to break the complex issues into smaller more manageable chunks, ability to look at trends and interrelationships, ability to understand the underlying needs of the clients.
- Process orientation- Ability to manage information in structured and systematic manner.
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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