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
|
Qualification and 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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