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Cluster Manager - Corporate Employee Solutions-Corporate Employee Solutions-Regional salesThis is an Internal document. Cluster Manager - Corporate Employee Solutions-Corporate Employee SolutionsRegional sales JOB DESCRIPTION Job Role: • Enhancement of Deposit pool from Customers • Establishing standards and delivery of service • Sale of non-deposit products. Cross selling targets progressively • Sale of MF and Insurance products • Fee Income • Branch Administration • Regulatory Compliance • Manage productivity and overall morale of branch team members • Overall responsible for break-even and P&amp;L of branch Job Requirements: • Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • Qualifications- MBA / CA/ CAIB • Good Leadership skills (though more tactical than strategic) • Thinker: Doer – 40:60 • In-depth understanding of financial instruments, markets and macro micro economic processes • Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” • Liaising with product management team, marketing and other centers &amp; verticals for new product development, service enhancements and sales initiatives.<h4>Experience Level</h4>Mid Level

Regional Sales Manager

Relationship Manager-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches OperationsWe are looking for a results-driven and experienced Relationship Manager to lead business development and customer engagement in the Construction Equipment (CE) segment. The role involves enhancing the deposit base, cross-selling financial products, ensuring regulatory compliance, and driving branch profitability. The ideal candidate should have a strong background in retail liabilities, sales, and team leadership.
Source New-to-Bank (NTB) clients to expand the customer base.
Manage relationships with mid and large corporates, including infrastructure companies.
Handle clients with annual turnover exceeding ₹25 crore and an average lending ticket size of over ₹10 crore.
Manage and structure various banking products, including:
Cash Credit / Overdraft Limits
Project Funding for EPC (Engineering, Procurement, and Construction) projects
Term Loans / Foreign Currency Term Loans for working capital and equipment or plant &amp; machinery purchases
Bank Guarantee Limits
Trade Products such as LC (Letter of Credit) limits for both import and domestic purchases
Bill Discounting Limits, including LC-backed and BOE-backed
Buyers Credit Limits<h4>Experience Level</h4>Mid Level

Relationship Manager

Service Excellence Specialist-WBG HO / IPO / CIP-Wholesale Integrated Service Excellence (WISE)The Service Excellence Specialist (SES) plays a critical role in driving operational excellence and enhancing customer experience across wholesale banking services. This role involves close collaboration with internal stakeholders to identify service gaps, streamline processes, and implement best practices that align with the bank’s commitment to delivering superior service quality.
1. Service Delivery &amp; Client Experience
Monitor and enhance service delivery standards across wholesale banking operations.
Ensure timely resolution of client issues and service requests with a focus on quality and responsiveness.
Act as a liaison between internal teams and clients to ensure seamless service execution.
2. Process Improvement &amp; Operational Monitor and evaluate service delivery standards across wholesale banking operations to ensure consistent customer experience.
Identify process improvement opportunities and work with cross-functional teams to implement service enhancements.
Act as a liaison between business units and service teams to resolve escalations and ensure timely issue resolution.
Analyze customer feedback and service metrics to generate actionable insights and drive continuous improvement.
Support the implementation of service excellence frameworks and tools across CIIB functions.
Conduct training and awareness sessions to promote a culture of service excellence within the organization.
Collaborate with technology and operations teams to automate and digitize service processes for improved efficiency.
Ensure compliance with internal policies, regulatory guidelines, and service quality standards.<h4>Experience Level</h4>Mid Level

Service Support Specialist

Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches OperationsWe are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer value through cross-selling and referrals. The ideal candidate should have experience in financial services or banking, with a strong focus on customer engagement and sales performance.
Handle customer service tasks such as account opening, DMAT services, and grievance resolution.
Educate customers on product features and assist with service requests like cheque book issuance.
Achieve sales targets for bank and investment products through cross-selling and referrals.
Enhance customer value by offering relevant financial solutions beyond their stated needs.
Support relationship managers handling HNI clients and ensure low attrition rates.
Acquire new customers through referrals and deliver high-quality service.<h4>Experience Level</h4>Mid Level

Platinum Relationship Manager-Household-BRANCH BANKING-Branch BankingWe are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences.
Develop and expand relationships with High Net Worth households for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services 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

Product Sales Manager-TFX-Branch Banking-SalesAs a Product Sales Manager for Trade Forex (TFX) and Foreign Exchange Services (FES), you will be responsible for driving business growth across a cluster of branches or a specific business segment such as Privy, Wealth, WCG, or Corporate Salary. Your core objective will be to identify and capitalize on trade and forex opportunities, enhance product penetration, and ensure high service standards across channels. This role demands a strategic mindset, strong analytical capabilities, and the ability to collaborate with multiple stakeholders. You will be expected to support branches in achieving their TFX targets, provide market intelligence, and contribute to product development through feedback and insights. Additionally, you will play a key role in capability building, compliance monitoring, and customer satisfaction.
Drive achievement of TFX targets across assigned branches or business segments. Manage 6–12 branches and align closely with Area Business Managers or segment heads. Identify trade and forex opportunities within the catchment area or assigned segment. Regularly interact with branches/channels to share market intelligence and stock analysis. Assess training needs and implement capability-building initiatives for branch teams. Gather market and competitor insights to support product development and enhancements. Monitor service standards and turnaround times (TAT); escalate and resolve gaps with HO. Ensure quality of account acquisition and adherence to compliance norms. Respond to customer queries and complaints within defined timelines. Ensure strict adherence to all process guidelines and regulatory requirements. Enhance productivity across channels through strategic planning and execution. Develop catchment-specific strategies to penetrate the market and grow business. Coordinate promotional activities and support branches in executing sales campaigns. Maintain a strong understanding of competitor strategies and share insights with leadership.<h4>Experience Level</h4>Mid Level

Product Sales Representative

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

Branch Relationship Manager - Business Development-BRANCH BANKING-Relationship ManagementWe are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.
Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics
Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance
Source high-value CASA customers and build comprehensive family banking relationships
Acquire new-to-bank customers through personal efforts and acquisition channels
Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day
Upgrade customers from lower product categories to premium offerings
Deliver excellent customer service and maintain long-term relationships<h4>Experience Level</h4>Mid Level

Branch Relationship Manager

Sky Affluent VRM-Sky Channel-VRM - SupportKey Responsibilities:• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.• Drive relationship deepening by cross-selling banking and investment products.• Ensure superior customer experience and timely resolution of queries.• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).• Coordinate with internal teams to deliver seamless service and onboarding. • Maintain compliance and adhere to all audit and regulatory norms.  Key Responsibilities:• Manage a portfolio of Privy/Solitaire customers through telephonic and digital engagement.• Drive relationship deepening by cross-selling banking and investment products.• Ensure superior customer experience and timely resolution of queries.• Achieve business targets across product lines (liabilities, assets, investments, insurance, etc.).• Coordinate with internal teams to deliver seamless service and onboarding. • Maintain compliance and adhere to all audit and regulatory norms. Graduation<h4>Experience Level</h4>Mid Level

Customer Relationship Manager

Team Member - Space Mgmt - CREM-SUPPORT SERVICES-Corporate Real Estate Management(CREM)JD - Key Responsibilities:Space Planning &amp; Utilization:Lead space planning initiatives across corporate offices to ensure optimal utilization.Analyze current and future space requirements and develop strategic plans accordingly.Coordinate with design and project teams for layout planning and execution.Transition management from Space requirement to Delivery Property Sourcing &amp; Real Estate Management:Identify and evaluate potential properties for office expansion or relocation.Liaise with landlords, brokers, and legal teams for lease negotiations and documentation.Maintain a database of property options and market intelligence. Stakeholder Engagement:Collaborate with leadership team members, department heads, and external partners.Act as a single point of contact for space-related requirements and escalations.Present space planning proposals and dashboards to senior management. Data Management &amp; Reporting:Develop and maintain MIS reports for space utilization, cost analysis, and occupancy trends.Create interactive dashboards using Power BI for real-time insights.Automate recurring reports and processes to improve efficiency. Team Leadership:Lead and mentor a team of space planners and analysts.Drive performance through clear KPIs, regular feedback, and development plans.Foster a culture of innovation, collaboration, and continuous improvement.   Key Skills &amp; Competencies:Proven experience in space planning and corporate real estate managementStrong command over Advanced Excel, Power BI, and MIS reportingKnowledge of automation tools and process optimizationExcellent stakeholder management and communication skillsStrategic thinking with attention to detailLeadership experience with the ability to manage cross-functional teams Qualifications &amp; Experience:Bachelor’s degree in Architecture, Engineering, Real Estate, or related field (MBA preferred)6–10 years of relevant experience in corporate space planning Experience in handling multi-location corporate real estate portfolios is a plus

Head - Facilities

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

Area Sales Manager-SALARIED PERSONAL LOANS-NEW-SalesArea Sales Manager 



Department
KMBL – Personal Loan


Reporting Relationship

Reporting to Regional Sales Manager Will have a team of SMs reporting to him


Position Grade
M4 / M5      1. Sales Target Achievement: Meeting or exceeding the sales targets set for the assigned area involving volume of business generated &amp; or profit goals. 2. Team Management: Effectively leading and managing the sales team, including recruitment, training, and performance evaluation. 3. Market Expansion: Identifying and exploring opportunities to expand the market presence by acquiring new customers and accounts. 4. Agency Relationship Management: Building and maintaining strong relationships with key Agencies to ensure favorable leads acquisition. 5. Sales Strategy Development: Developing and implementing effective strategies to achieve the Business &amp; company's objectives. 7. Reporting and Analysis: Providing regular reports and analysis on sales performance, market trends, and competitor activities. 8. Compliance and Documentation: Ensuring all sales-related processes and documentation are in line with company policies and legal requirements. 10. Regular meetings with RSM &amp; set monthly/weekly targets for RM, FOS Qualification:<ul><li>MBA and/or Professional Degree preferred</li><li>Graduation is mandatory</li></ul> Job Knowledge and experience – <ul><li>Should have at least 4-6 years of experience in sales management</li><li>Should be able to drive and work with a Team reporting</li><li>Should be a Team player</li></ul> <h4>Experience Level</h4>Mid Level

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

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Kotak Mahindra Bank Jobs - 2660 Verified Vacancies

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Head - Facilities

Acquisition Manager

Area Sales Manager

Acquisition Manager