Relationship Manager-Mid Market-Sales
Kotak Mahindra Bank
3 - 6 years
Bengaluru
Posted: 12/6/2024
Job Description
| Position / Job Title (Proposed)
| Mid Market - Relationship Manager |
| Designation
| |
| Function
| Corporate Banking-Sales |
| Segment | Wholesale Bank |
| Division | Wholesale Bank |
| Grade | M5 |
| Reporting To | Senior Relationship Manager- Mid Markets |
| Location | Pune/Surat |
| About the Company/Business |
| Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs.
|
2) Specification
What are the areas (in quantitative terms) the job has an impact on?
| RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions. |
Key Deliverables
- Acquisition of NTB clients – Asset & Liability
- Manage existing portfolio, and grow SOH and CASA book
- Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency
- Revenue delivery across products, ensure compliance to bank’s audits, statutory and regulatory requirements,
- Develop Relationships and liaise with product and operations teams to provide customers experience of high standards.
Relationships
|
External clients Internal clients- BIU, Product, RMs, Leadership Team |
Qualification and Experience
|
|
Job Skills
|
RM role in Mid Markets team is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers.
Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy
Must have knowledge of various corporate banking products like Forex, Trade, CMS etc
Superior Relationship management skills
Analytical and financial skills
Strong communication(Written and Oral) skills, Eye For detail
|
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.
Services you might be interested in
One-Shot Campaign
Reach out to ideal employees in one shot!
The intelligent campaign for reaching out to the ideal audience to whom you can ask for help (guidance or referral).