Relationship Manager-Mid Market-Sales

Relationship Manager-Mid Market-Sales

As a Relationship Manager, you will play a crucial role in developing and managing relationships with mid-market clients. Your primary focus will be on understanding client needs, offering tailored financial solutions, and ensuring a high level of customer satisfaction. You will be a key driver of sales and revenue growth for the bank, working closely with clients to achieve their financial goals.

• Build and maintain strong relationships with mid-market clients, including business owners and key decision-makers.
• Understand client needs and offer tailored financial products and services to meet their requirements.
• Cross-sell and up-sell Kotak Mahindra Bank's products and services to existing clients.
• Identify new business opportunities and prospect for potential clients.
• Prepare and present proposals, financial plans, and recommendations to clients.
• Stay updated on market trends, industry developments, and competitor activities.
• Collaborate with internal teams to ensure smooth delivery of services and timely resolution of client queries.
• Maintain accurate records of client interactions, transactions, and sales activities.
• Achieve individual and team sales targets, contributing to the overall growth of the bank.
• Represent Kotak Mahindra Bank professionally at industry events and client meetings.

• Bachelor's degree in Business, Finance, or a related field.
• Minimum 3-5 years of experience in relationship management or sales, preferably in the banking or financial services industry.
• Strong knowledge of financial products and services, including loans, deposits, investments, and insurance.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proven track record of achieving sales targets and maintaining a high level of customer satisfaction.
• Ability to work independently and manage a diverse portfolio of clients.
• Proficiency in using CRM systems and other sales-related software.
• Strong analytical skills to interpret data and make informed business decisions.
• Willingness to stay updated on industry regulations and compliance requirements.
• A self-starter with a proactive approach to business development.

Experience Level

Mid Level