Relationship Manager-Mid Market-Sales

Relationship Manager-Mid Market-Sales

As a Relationship Manager, you will play a crucial role in our Mid Market Sales team, focusing on developing and managing relationships with mid-sized businesses. Your primary goal is to understand client needs, offer tailored financial solutions, and drive business growth. You will be a trusted advisor, offering expert guidance and building long-lasting partnerships.

• Build and maintain strong relationships with mid-market clients, understanding their business needs and goals.
• Offer tailored financial solutions, including banking, investment, and insurance products, to meet client requirements.
• Proactively identify business opportunities and cross-sell/up-sell Kotak Mahindra Bank's products and services.
• Ensure exceptional customer service, addressing client queries and concerns promptly and efficiently.
• Stay updated on market trends, competitor offerings, and industry developments to provide valuable insights to clients.
• Collaborate with internal teams to ensure smooth delivery of services and timely resolution of client issues.
• Prepare and present reports on sales performance, client interactions, and market trends to senior management.
• Attend industry events, conferences, and networking opportunities to represent the bank and expand the client base.
• Maintain a high level of professionalism and ethical standards in all client interactions.
• Achieve individual and team sales targets, contributing to the overall growth of the Mid Market Sales department.

• Bachelor's degree in Business, Finance, or a related field is preferred.
• Minimum 3-5 years of experience in relationship management or sales, preferably in the banking or financial services industry.
• Strong knowledge of banking products, services, and regulations, with the ability to offer tailored solutions.
• Excellent communication and interpersonal skills, with a proven track record of building strong client relationships.
• Ability to work independently, manage multiple tasks, and prioritize effectively.
• Strong analytical skills, with the ability to interpret data and make informed business decisions.
• Proficiency in Microsoft Office and other relevant software tools for sales and relationship management.
• Willingness to travel for client meetings and industry events as required.
• A self-motivated and results-driven approach, with a passion for sales and business development.
• Ability to work collaboratively within a team environment and build positive working relationships.

Experience Level

Mid Level