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Relationship Manager-Conglomerates and Corporate Groups-Sales

Kotak Mahindra Bank

3 - 6 years

Mumbai

Posted: 11/06/2025

Job Description

Position / Job Title (Proposed)

 

Relationship Manager-Conglomerates and Corporate Groups-Sales

Designation

 

 

Function

 

Relationship Manager-Conglomerates and Corporate Groups-Sales
Segment Wholesale Business
Division Wholesale Banking
Grade M4/M5
Reporting To  Senior Relationship Manager- Conglomerates and Corporate Groups-Sales
Location Mumbai

 

 

 

 

About the Company/Business
CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates. 

                                                                 

 

2) Specification 

What are the areas (in quantitative terms) the job has an impact on?

 

RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations.

 

 

Key Deliverables 
  • Monthly preparation of Deals in Pipeline by consolidating data from the Relationship team for Assets
  • Monthly review of key business parameters : CASA, Trade finance, DCM, Structured Finance, Product penetration & cross selling
  • Preparation of business presentations for senior management on a monthly / quarterly basis
  • Preparation of Annual budget of division’s profit and loss and Balance sheet in coordination with product teams & central Business Intelligence Unit
  • Monthly monitoring of budgets vs Actuals & Analysis of performance
  • Any other segment wise reporting to internal & external stake holders

 

 

 

 

 

Relationships 

 

  • Working closely with Senior RM covering large groups & Relationship Manager team serving client requirements
  • Credit presentations / Preparation of Inprinciple notes for taking up with credit teams 
  • Presentations for Credit Committee of the bank & credit ratings 
  • Follow up with clients for post sanction formalities & also cross selling of banking products

 

 

Qualification and Experience

 

  • CA/ MBA in finance/Marketing 
  • 3-6 Years of relevant banking experience

 

 

 

 

 

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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