Kotak Mahindra Bank Limited

Acquisition Relationship Manager

Kotak Mahindra Bank Limited
Mumbai/Bombay
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Acquisition Relationship Manager-SME-Sales

The Acquisition Relationship Manager (ARM) in the SME business is responsible for acquiring new clients in the Small & Medium Enterprises segment, targeting businesses with turnover between ₹50 to ₹500 crores. As part of the fastest-growing vertical within Wholesale Banking at Kotak, the ARM plays a critical role in expanding the bank’s footprint, offering tailored banking solutions, and ensuring a seamless onboarding experience for new clients. The role demands strong financial acumen, relationship-building skills, and the ability to collaborate across internal teams to deliver comprehensive banking solutions.

1. New Client Acquisition Acquire New-To-Bank (NTB) SME clients by offering customized banking solutions including asset-based products (funded and non-funded), transaction banking, trade finance, and treasury (FX). Generate leads through internal channels, open market sourcing, DSAs, and strategic partnerships (SFG deals). Conduct thorough business and financial analysis to identify suitable banking opportunities. 2. Credit Appraisal & Onboarding Engage with credit, risk, legal, technical, and CAD teams to ensure smooth and timely onboarding of clients. Prepare and present credit proposals with detailed financial analysis and risk assessment. Ensure closure of documentation deferrals and compliance with audit and statutory requirements. 3. Relationship Management & Transition Ensure a pleasant onboarding experience for NTB clients and facilitate a smooth handover to the portfolio management team. Act as a trusted advisor during the initial engagement phase, addressing client queries and aligning solutions with business needs. 4. Cross-Selling & Revenue Generation Identify and execute cross-sell opportunities across Kotak’s franchise including Trade, CMS, FX, KLI (Kotak Life Insurance), and KGI (Kotak General Insurance). Drive fee income through trade finance, CMS, and FX solutions. 5. Performance Metrics & Reporting Deliver on key performance indicators including NTB value, count, portfolio funding (PF), and FX income. Track and report lead generation, conversion rates, and onboarding timelines. Maintain high standards of portfolio hygiene and compliance.

Experience Level

Mid Level

Job role

Work location
Work locationMumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBFSI Project Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

Similar jobs you can apply for

Business Development
C-Net Technologies Private Limited

Tender Sales Executive

C-Net Technologies Private Limited
Kandivali East, Mumbai/Bombay
₹15,000 - ₹30,000
Work from Office
Full Time
Min. 6 months
Good (Intermediate / Advanced) English
Square Yards

Real Estate Sales Executive

Square Yards
Andheri East, Mumbai/Bombay
₹30,000 - ₹85,000*
Work from Office
Full Time
Any experience
Basic English
Calibehr Business Support Services Private Limited

Home Loan Executive

Calibehr Business Support Services Private Limited
Mumbai/Bombay
₹10,000 - ₹32,000*
Field Job
Full Time
Min. 6 months
No English Required
Bajaj Finance Limited

Personal Loan Executive

Bajaj Finance Limited
Goregaon East, Mumbai/Bombay
₹21,000 - ₹41,000*
Work from Office
Full Time
Any experience
Basic English

Sales Executive

Sachin Enterprises
Kandivali West, Mumbai/Bombay
₹15,000 - ₹25,000
Work from Office
Full Time
Any experience
Basic English
Agileqos Careers Private Limited

Business Development Manager (BDM)

Agileqos Careers Private Limited
Mumbai/Bombay
₹50,000 - ₹70,000
Work from Office
Full Time
Min. 5 years
Good (Intermediate / Advanced) English