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Kotak Mahindra Bank

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Territory Business Manager-SBE-Small Business Enterprise-SalesWe are seeking a dynamic and experienced Team Lead to manage a team of Business Relationship Managers (BRMs) focused on loan sales in the healthcare segment. The role involves leading a team of 3–5 BRMs, driving productivity, and delivering tailored financial solutions such as machinery/equipment loans and infrastructure funding. The ideal candidate will have strong knowledge of the local market, particularly in healthcare, and will work closely with DSAs, branch banking teams, equipment manufacturers, and vendors to acquire new customers. The role also includes cross-selling banking products, building relationships with key stakeholders, and ensuring continuous process improvement and portfolio growth.
Lead and manage a team of 3–5 Business Relationship Managers (BRMs). Drive team productivity and create value for stakeholders. Leverage local market knowledge with a focus on the healthcare segment. Understand client businesses and offer suitable products like machinery/equipment loans and infrastructure funding. Collaborate with DSAs, branch banking teams, and vendors for customer acquisition. Cross-sell products such as Current Accounts, Term Deposits, Transaction Banking, and Trade Finance. Build and maintain relationships with key decision-makers (CFOs, promoters). Grow the assigned portfolio in terms of book size and profitability. Analyze client business models, trade activities, and cash flows to identify growth opportunities. Enhance Kotak’s brand presence and penetration in the target market. Monitor and improve operational processes for better efficiency.<h4>Experience Level</h4>Mid Level

Territory Sales Manager

Elite Relationship Manager-Household-BRANCH BANKING-Relationship ManagementWe are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Ensure high levels of customer service and adherence to bank policies
Cross-sell a wide range of banking products to deepen client engagement
Educate clients about new products and enhancements to strengthen relationships
Plan and execute targeted sales initiatives and client engagement events
Collaborate with group companies to offer integrated financial solutions
Maintain detailed records of client interactions and relationship history
Monitor and resolve customer complaints and queries within defined turnaround times (TAT)<h4>Experience Level</h4>Mid Level

Assistant Relationship Manager

Premier Acquisition Manager-Sales-SalesThe Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.
Acquire new HNI customers for retail loan products and banking services.
Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
Build and grow CASA book size by onboarding quality customers.
Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
Coordinate effectively with internal teams including credit, legal, operations, and product teams.
Ensure compliance with KYC norms and proper documentation for all customer acquisitions.
Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
Leverage existing customer base to generate new business opportunities.<h4>Experience Level</h4>Mid Level

Acquisition Manager

Technical Manager-Loan Against Property (LAP)-Technical Technical Manager JD : <ul><li>Valuation of Real Estate Scenario:- Handling various key segments in terms of Valuation of different properties with specific turnaround time.</li><li>Quality Measurement:- Established good quality standards for developing the business and created a good learning environment for team to ensure good quality of work and as per the policy norms.</li><li>Business Development:- Identified and developed new builder relationships for revenue growth and also maintained relationships with the old builders to achieve repetitive business. Have also gained some experience related to Sales, Credit, Compliances and Operations stream.</li><li>Prepared Job Safety Analysis for site </li><li>Checking beam details, steel work and levels of shuttering.</li><li>Prepared Bar Bending Schedules for columns and beams.</li><li>Site visit and data collection.</li><li>Conducted various load tests on pile.</li><li>Visited and observed the working of cement plant at Kymore.</li><li>Studied the basics of construction at site.</li><li>Examined various safety parameters at plant.</li></ul><h4>Experience Level</h4>Mid Level

Technical Advisor

District Manager Distribution-SRGTASC-Government BusinessRegional salesDistrict Manager/KAM - Government Business



Department
Retail Liabilities - Government Business


Reporting Relationship
Circle Manager - Government Business



  <ul><li>Acquisition &amp; servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards &amp; Development Authorities, Defence, Autonomous Bodies etc.</li><li>To add incremental CASA &amp; cross-sell products &amp; services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. DM/KAM is expected to achieve the monthly &amp; annual targets.</li><li>Develop &amp; maintain client relationships. Act as a major point of contact for clients in assigned territory.</li><li>Identify new business opportunities &amp; potential clients. Provide excellent customer Service &amp; ensure client satisfaction.</li><li>Visit clients regularly in the assigned territories, organize &amp; attend client meetings, Product presentations.</li><li>Maintain accurate records of client interactions &amp; drive respective sales performance.</li><li>Work closely with the Branch Banking for ensuring efficient service to clients</li></ul> <ul><li>Relevant work experience of 7-8 yrs. and above, Must be handling a sizable GB CASA book in the existing bank</li><li>Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank.</li><li>Knowledge of PFMS/SNA/CNA accounts</li><li>Knowledge of state &amp; central government schemes</li><li>Good Network with state government officials.</li><li>Through knowledge on CMS products</li><li>Accuracy and analytical ability on MIS, Eye for details, Meticulous</li><li>MBA/Post graduate preferred</li></ul> <h4>Experience Level</h4>Mid Level

District Sales Manager

Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-SalesWe are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits. The ideal candidate will be responsible for maintaining strong relationships with promoters and key decision-makers, ensuring compliance with internal processes, and driving cross-sell opportunities. The role also includes monitoring utilization patterns, ensuring timely submission of documentation, and coordinating with internal departments to resolve client issues efficiently.
Manage and service an existing portfolio of WC clients, including renewal and enhancement of limits. Build strong relationships with promoters to foster trust and long-term engagement. Understand client business models, cash flows, and structure WC solutions accordingly. Drive portfolio growth through limit enhancements and meet defined business targets. Ensure timely renewal of limits and closure of all pending PDDs. Track and follow up with clients for submission of stock statements, insurance, and audit compliance. Conduct regular client visits to assess business health and maintain engagement. Monitor utilization patterns monthly and flag unusual transactions. Minimize delinquencies and manage exit of clients flagged under Early Warning Signals (EWS). Provide timely advice and updates to clients on relevant banking products and developments. Liaise with internal teams (credit, ops, trade desk, branch) to resolve client issues within defined TAT. Drive cross-sell of WC limits and increase product penetration in the assigned portfolio. Generate leads from existing clients and onboard new customers through relationship expansion. Maintain CASA book and generate float income by opening group accounts.<h4>Experience Level</h4>Mid Level

Acquisition Manager-Corp ARD-ARD Wholesale-ARD Buyout - Resources&lt;!-- /* Font Definitions */ @font-face {font-family:Wingdings; panose-1:5 0 0 0 0 0 0 0 0 0; mso-font-charset:2; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:0 268435456 0 0 -2147483648 0;} @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-536869121 1107305727 33554432 0 415 0;} @font-face {font-family:"Trebuchet MS"; panose-1:2 11 6 3 2 2 2 2 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:1671 0 0 0 159 0;} @font-face {font-family:"Zurich BT"; mso-font-alt:"Times New Roman"; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:1 0 0 0 27 0;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin:0in; 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      <ol><li>Evaluation of annual reports, business, fixed assets of the underlying loans being purchased </li><li>Due Diligence of facility documents and litigation documents </li><li>Portfolio monitoring.</li><li>Coordination amongst various teams – internal legal, internal operations team, external lawyers, valuers etc.  </li></ol>  <ol><li>CA having 3-5 years of experience, preferably from Banks/large NBFCs/ large ARCs who have worked in distressed loans </li><li>Good communication &amp; inter-personal skills </li></ol>   <ol><li>Hard worker &amp; team player </li></ol> <h4>Experience Level</h4>Mid Level

Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail SalesWe are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-selling financial products, and ensuring operational excellence at the branch level. The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth.
Portfolio Management:
Manage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery.

Loan Handling:
Oversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan disbursement.

Loan Processing:
Facilitate the complete loan process for vehicle financing, ensuring smooth documentation, verification, and timely approvals.

Collections Follow-Up:
Regularly follow up with customers for EMI payments and address arrears to ensure timely collections and minimize delinquencies.

Market Development:
Explore and develop new market areas, gathering relevant market intelligence to support business growth and strategy.

Sales Generation:
Proactively identify and create new market opportunities to drive sales and expand the customer base.

Relationship Building:
Establish and maintain strong relationships with vehicle dealers and existing clients to foster trust and long-term engagement.<h4>Experience Level</h4>Mid Level

Relationship Manager

Sky Phygital - Relationship Manager-Sky Channel-PhygitalAs a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across the bank’s product suite. You will be expected to source new customers through lead generation models and field support, while ensuring a high standard of customer service and adherence to bank policies. The role also involves coordinating with product managers and group companies to deliver a seamless banking experience, conducting sales initiatives, and maintaining detailed relationship records. This position is ideal for professionals with a strong sales orientation, excellent communication skills, and a passion for building long-term client relationships in a dynamic banking environment.
Acquire and expand relationships with High Net Worth (HNI) customers by sourcing Category A Priority clients.
Generate new customer leads through structured lead generation models and external field support.
Ensure high levels of customer service and strict adherence to bank policies and compliance norms.
Cross-sell a wide range of bank products to existing customers to deepen wallet share.
Educate clients on new products and enhancements to strengthen the banking relationship.
Plan and execute special sales initiatives and client engagement activities in collaboration with Product Managers.
Coordinate with group companies to offer integrated financial solutions across product lines.
Maintain comprehensive relationship records for all assigned customer accounts.
Ensure timely resolution of customer queries and maintain consistent client contact.
Act as a role model within the organization by demonstrating professionalism and teamwork.<h4>Experience Level</h4>Mid Level

HO Area Sales Manager-Digital Sales-Digital Banking Kotak 811-SalesHO Area Sales Manager-Digital Sales-Digital Banking Kotak 811-RL Area Head's Office 



 
 



Digital Sales is a part of Retail Liabilities division of Consumer bank. This vertical specializes in converting/acquiring/sourcing/ /upgrading/ Cross selling on digitally acquired leads for 811 Savings accounts. ASM-Digital Sales manages 8 to 10 Digital Sales Managers within the cluster assigned. Total team size ranging from 100 to 150 AMDs. He ensures effective management of Managers who in turn manage Acquisition Managers Digital (AMD). He is accountable for budgeted headcount on board, team structure, people development; meeting KRA’s and ensuring infra related support for the team to perform.



Description for Internal Candidates
 



   Job Role:·         Responsible for achieving the business objectives of Digital Sales Team for the assigned area·         To recruit and train the team members on regular basis. To ensure no gaps exist between budgeted headcount and actuals·         Responsible for optimal route planning &amp; lead management to maximize productivity of Full KYC Conversion of 811 Leads and New account opening for NTB leads.·         Train &amp; drive team for Upselling so as to maximize bottom line while maintaining the top line achievements·         Train &amp; driving team to generate cross sell leads and to coordinate with businesses for maximum closure of leads·         Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.·         Ensure that the defined parameters for opening of a new account are met as per the process and compliance Job Requirements:·         MBA/Graduate·         Excellent Interpersonal skills – Written and oral.·         Currently should be managing Managers and exposed to managing multiple KRA’s and scale of operations.·         Should have an eye for data, good with analytical skills.·         Good leadership Skills with strong people and time management. <h4>Experience Level</h4>Mid Level

Area Sales Manager

Premier Acquisition Manager-Business Banking-Sales-SalesThe Premier Acquisition Manager – Business Banking is responsible for acquiring and managing high-value Current Account (CA) customers and driving business banking product penetration. The role involves sourcing new-to-bank customers, building family banking relationships, and generating revenue through cross-sell and third-party products. The candidate should have strong customer orientation, high energy levels, and prior experience in sourcing and managing business banking clients.
Achieve business objectives for Retail Liabilities Sales at the branch level, focusing on value, volume, and channel productivity.
Source and onboard high-value Current Account customers and their family banking relationships.
Drive revenue through cross-selling of third-party products such as insurance and investment solutions.
Promote and penetrate business banking products like CMS, POS, and Beat services to CA customers.
Acquire new customers through personal efforts and acquisition channels.
Coordinate with internal teams including credit, legal, operations, and product to ensure smooth onboarding and servicing.
Maintain strong relationships with customers to ensure long-term engagement and satisfaction.<h4>Experience Level</h4>Mid Level

Relationship Manager-PRIME VISHWAAS-SalesRelationship Manager – Prime Vishwaas Sales – M1 Job role &amp; Responsibilities: <ul><li>Manage Auto loan through Car Dealers, Direct Sales Agents  &amp; Direct Sales Teams </li><li>Empanelment of New car Dealers, DSA &amp; DST in the Market</li><li>Accountable for sales performance &amp; Productivity of team</li><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul> Deliverables : <ul><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul>   <ul><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul><ul><li>Graduate</li><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul><h4>Experience Level</h4>Mid Level

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Kotak Mahindra Bank Jobs - 2414 Verified Vacancies

Territory Sales Manager

Assistant Relationship Manager

Acquisition Manager

Technical Advisor

District Sales Manager

Assistant Relationship Manager

Acquisition Manager

Acquisition Manager

Relationship Manager

Relationship Manager

Area Sales Manager

Acquisition Manager

Acquisition Manager

Relationship Manager