Team Member-CORPORATE REAL ESTATE (CRE)-Sales

Kotak Mahindra Bank

6 - 9 years

Mumbai

Posted: 18/03/2025

Job Description

Job Responsibilities:

New Initiatives / Project Execution –

  • Identifying areas with problem statement and structuring solution through digitization alongside partners from OPS/ BIU/ IT teams.
  • Data Cleaning, extracting more relevant data from BIU, Developing with the help of BIU more automated MIS
  • Streamlining Processes to improve TAT

Business Support –

  • Creating master data and tracking for lead generation/ conversions 
  • Improving the product offerings to customers through meaningful tie ups with Fintech
  • Strengthening the tie ups with internal teams – lead generation/ tracking

Monitoring compliance and partnering with the senior leadership –

  • Managing various meetings for understanding the bank (LC) strategy for central implementation of such new strategy/ products
  • RBI Audit/ Central Compliance |Budgeting, Monthly MIS (DIP)| Group Cross Sell |CA Strategy

Assisting / Supporting the Business Head –

  • Prepare discussion documents, presentations, reports and dashboard
  • Working closely with Regional Head/ Team leads for regular MIS / Updates
  • Perform reviews and present analysis on different product / parameters

Education:

  • CA / MBA in Finance. Should have 6-9 years of relevant banking experience
  • Must have knowledge of various corporate banking products like DCM, Forex, Trade, CMS
  • Analytical and financial skills | Strong communication(Written and Oral), 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.

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