Relationship Manager - Business Banking-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank

5 - 10 years

Pune

Posted: 3/18/2025

Job Description

Role:

 

·         Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned

·         Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc

·         Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients

·         Maintaining the service standards set by the bank in collaboration with the service support team

·         Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.

 

Job Requirement:

 

·         Ability to source High Value Business Banking Accounts

·         Thorough knowledge of Current Account/Trade Account  opening/transaction processes

·         Strong Communication skills with  assertive attitude

·         Knowledge of Trade, Forex and Business Assets · Strong follow up ability & keenness

·         Ability to spot opportunities in the portfolio for Upselling/Xselling bank products

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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