Relationship Manager-Conglomerates and Corporate Groups-Regional sales

Kotak Mahindra Bank

2 - 4 years

Mumbai

Posted: 12/6/2024

Job Description

Position / Job Title (Proposed)

 

CCG -  Relationship Manager

Designation

 

Senior Manager

Function

 

Corporate Banking-Sales
Segment Wholesale Bank
Division Wholesale Bank
Grade M4
Reporting To  Regional Manager- CCG
Location Mumbai

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Job Role:

 

  • Assist Relationship Manager in managing client relationship and catering to all client’s requirement from the bank
  • Responsible for handling end-to-end client journey from on-boarding, credit sanction, documentation to facility disbursement.
  • Product penetration & increasing share of wallet across all products which includes Lending, Trade Finance, Supply Chain Solutions, Cash Management Services, Forex & Treasury products,
  • Responsible for Balance sheet growth, Profit & Loss, Account profitability & achieve desired ROE for the portfolio including new client acquisitions. 
  • Cross-sell bank products - Debt Capital Markets, Corporate Salary, Wealth management solutions, etc.
  • Preparation of Account Plans, Wallet Exercise and Group Business strategy.
  • Maintain Portfolio Hygiene & ensuring Account conduct
  • Client engagement, liaising with operations team & ensuring smooth delivery across various banking products to provide greater customer experience

 

 

Job Requirement

 

  • CA/MBA preferred
  • Prior experience of 2 - 4 years required

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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