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Next Gen Relationship Manager-BRANCH BANKING-Relationship ManagementWe are seeking a dynamic and client-centric professional to join our team as a Next Gen Relationship Manager. In this role, you will be responsible for developing and maintaining strong relationships with our valued customers, understanding their unique financial needs, and providing them with customized solutions. Your expertise will contribute to the bank's overall success and growth.  <ul><li>Build and nurture long-term relationships with high-net-worth individuals and businesses.</li><li>Understand client needs and offer tailored financial products and services.</li><li>Achieve individual and team sales targets through proactive client engagement.</li><li>Stay updated on market trends and competitor offerings to provide competitive solutions.</li><li>Collaborate with internal teams to ensure seamless delivery of services.</li><li>Conduct regular client meetings and provide periodic performance reports.</li><li>Identify cross-selling opportunities and refer clients to other bank departments.</li><li>Ensure compliance with all regulatory and internal policies.</li><li>Maintain accurate records and documentation for all client interactions.</li><li>Bachelor's degree in Finance, Business, or a related field.</li><li>3-5 years of experience in relationship management or a similar role.</li><li>Strong knowledge of banking products and services, especially in the high-net-worth segment.</li><li>Excellent communication and interpersonal skills, with a client-centric approach.</li><li>Ability to build trust and rapport with clients and internal stakeholders.</li><li>Analytical skills to interpret financial data and make informed recommendations.</li><li>Proficiency in using CRM systems and other relevant software.</li><li>Flexibility to work extended hours as needed, including occasional weekends.</li><li>Willingness to travel for client meetings and conferences.</li><li>A self-starter with a results-driven mindset and a passion for sales.</li></ul><ul><li>Build and nurture long-term relationships with high-net-worth individuals and businesses.</li><li>Understand client needs and offer tailored financial products and services.</li><li>Achieve individual and team sales targets through proactive client engagement.</li><li>Stay updated on market trends and competitor offerings to provide competitive solutions.</li><li>Collaborate with internal teams to ensure seamless delivery of services.</li><li>Conduct regular client meetings and provide periodic performance reports.</li><li>Identify cross-selling opportunities and refer clients to other bank departments.</li><li>Ensure compliance with all regulatory and internal policies.</li><li>Maintain accurate records and documentation for all client interactions.</li></ul><ul><li>Bachelor's degree in Finance, Business, or a related field.</li><li>3-5 years of experience in relationship management or a similar role.</li><li>Strong knowledge of banking products and services, especially in the high-net-worth segment.</li><li>Excellent communication and interpersonal skills, with a client-centric approach.</li><li>Ability to build trust and rapport with clients and internal stakeholders.</li><li>Analytical skills to interpret financial data and make informed recommendations.</li><li>Proficiency in using CRM systems and other relevant software.</li><li>Flexibility to work extended hours as needed, including occasional weekends.</li><li>Willingness to travel for client meetings and conferences.</li><li>A self-starter with a results-driven mindset and a passion for sales.</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager

Relationship Manager-HYP Business-CONSTRUCTION EQUIPMENT (CE)-Marketing Branches OperationsJob role  <ul><li>Sourcing new to bank (NTB) clients</li><li>Relationship management for Mid and large corporates / Infrastructure companies</li><li>Experience in handling clients with more than 25 cr Turnover, and avg ticket size of lending of &gt;Rs.10crs. </li><li>Candidate should have dealt with following products: </li></ul><ol><li>Cash credit/Over draft Limits </li><li>Project funding for EPC projects</li><li>Term Loan/Foreign currency Term Loan for Working capital and Equipment/Plant and Machinery Purchases</li><li>Bank Guarantee Limits</li><li>Buyers credit Limits</li><li>Trade  products  i.e. LC  Limits  (for Import and domestic purchases)</li><li>Bill Discounting Limits both LC backed and BOE backed</li></ol>  Requirements : -<ul><li>MBA Finance/Marketing, CA</li><li>Experience of more than 2-3 years</li><li>Experience in acquiring new to bank Clients</li><li>Experience of handling mid to large corporate clients</li><li>Knowledge of various wholesale banking products like CC, OD, BG, BC LC’s and Trade &amp; Forex, export products and project Term Loans</li><li>Knowledge of Infra companies into Road/Civil Construction and Development, Power, Irrigation, water and sewerage, Mining and Quarry, Oil and Gas Exploration, Ports, Shipping, Warehousing and Material Handling, Hotels, Hospitals will be an added advantage</li><li>Knowledge of Mortgage and properties</li></ul>Good negotiation skills <h4>Experience Level</h4>Mid Level

Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail SalesWe are seeking a dynamic and results-driven Relationship Manager to lead retail sales initiatives in the AGRI-FIN and Tractor Loans segment. The ideal candidate will have a strong background in banking, particularly in retail liabilities, and a proven track record in sales and customer relationship management. This role involves enhancing the deposit pool, cross-selling financial products, and ensuring regulatory compliance while driving branch profitability and team productivity.
Sales &amp; Business Development Enhance the deposit pool from existing and new customers. Drive sales of non-deposit products including Mutual Funds and Insurance. Achieve cross-selling targets progressively across product categories. Generate fee income through strategic product placement. Customer Relationship Management Deliver high standards of customer service and ensure customer satisfaction. Liaise with internal teams to ensure seamless customer service and delight. Act as a key point of contact for high-value clients in the AGRI-FIN and Tractor Loans segment. Branch Operations &amp; Compliance Oversee branch administration and ensure adherence to regulatory compliance. Manage overall productivity and morale of branch team members. Ensure the branch meets its break-even targets and contributes positively to the P&amp;L. Strategic Collaboration Work closely with product management, marketing, and other verticals for new product development and service enhancements. Contribute to sales initiatives and tactical planning. Leadership &amp; Team Management Demonstrate strong leadership skills with a tactical focus. Balance strategic thinking with execution (Thinker:Doer ratio of 40:60). Foster a collaborative and performance-driven team culture.<h4>Experience Level</h4>Mid Level

Branch Operations Manager-BRANCH BANKING-ServiceWe are looking for a proactive and detail-oriented Branch Operations Manager to oversee the daily operations of our branch. This role involves ensuring compliance with regulatory and audit requirements, managing customer service processes, and maintaining operational efficiency. The ideal candidate will have strong leadership skills, a thorough understanding of banking operations, and a commitment to delivering exceptional customer experiencesAcquire new customers for retail loan products through DSAs, connectors, and direct sourcing. Generate leads through market activities, referrals, and cold calling. Ensure proper documentation and adherence to KYC norms as per company guidelines. Coordinate with internal teams including credit, operations, legal, and technical for smooth processing of loan applications. Maintain strong relationships with channel partners and ensure consistent business flow. Track and update the status of loan applications to customers and partners. Achieve monthly and quarterly sales targets as assigned. Provide excellent customer service and resolve queries promptly.<h4>Experience Level</h4>Mid Level

Branch Operations Manager

Branch Operations Manager-BRANCH BANKING-Branch BankingWe are looking for a proactive and detail-oriented Branch Operations Manager to oversee the daily operations of our branch. This role involves ensuring compliance with regulatory and audit requirements, managing customer service processes, and maintaining operational efficiency. The ideal candidate will have strong leadership skills, a thorough understanding of banking operations, and a commitment to delivering exceptional customer experiences
Oversee day-to-day branch operations, ensuring smooth and efficient functioning Ensure strict adherence to bank policies, audit standards, and regulatory requirements Authorize and verify system inputs for customer transactions and service requests (SO/SDO/RO) Manage branch lobby and customer queues to enhance service delivery Handle cash operations, including foreign exchange (FX) and traveler’s cheques (TCs), within prescribed limits Address and resolve customer complaints within defined turnaround times (TAT) Ensure AML and KYC compliance for all account opening forms submitted to CPC/RPC<h4>Experience Level</h4>Mid Level

Area Manager-Business Loans-Hardship Assistance UnitArea Collections Manager  



Department
Kotak Mahindra Bank – Consumer Durables


Location
Mumbai, Bangalore


Number of Positions
 


Reporting Relationship
Reporting to Area Collections Manager


Position Grade
M3 – M4



        <ul><li>Monitoring and maintaining area collection. </li><li>Managing repossession.</li><li>Co ordination with collection agency, repossession agent, sale of asset,</li><li>Legal formalities.</li><li>Team Management. Drive the team of Collection Managers and Offroll staff</li></ul>      <ul><li>Graduate</li><li>Min 5 – 7 years of experience in collections.</li><li>Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed</li></ul>         <h4>Experience Level</h4>Senior Level

Area Credit Manager

Regional Manager-Customer 360 -BRANCH BANKING-Customer 360JD – Regional Manager – Customer 360  DepartmentCustomer 360LocationRespective Regions Number of Positions1Reporting RelationshipsRBHPosition GradeDVP / AVP     With Customer Centricity being the core focus of the Bank, comes the need of focusing on input parameters and the Relationship Managers to be able to drive a change. To help our frontline to cater to needs of customer as per their life cycle in a 360 manner and to enable the Bank to achieve a deeper customer engagement through stronger product and service holdings.  In today’s fast paced world we need smart managers who can help the frontline teams to better focus their output in order to achieve a higher throughput. This through sharing sharp insights and highlighting work-areas.   Engaging with our customers in a 360 way such that we are able to understand, engage on and capture every opportunity that the customer may present is a big change being driven across the firm. The captioned role will be an integral part of this new thrust and will help drive this change. With the above objectives in mind the Regional 360 Manager will have the following responsibilities: <ul><li>To work with RM, BM &amp; AM to identify for respectively mapped families the opportunity to enhance PH &amp; SH by catering to customer requirements across borrow, save, protect, pay and invest category(ies)</li><li>Ensuring Branch and RM activation in each product/category to ensure that each Branch / RM is working towards the propositions as a whole and not biased towards limited products/services</li><li>Help RMs in improving their customer coverage, in achieving their SOPs and in improving their earning by highlighting work-areas for each RM</li><li>Driving Health Score for both RM and Branch collectively so that RMs are improving on their productivity and also in-turn branches are also improving on profitability </li><li>Driving digital adoption of internal systems, platforms (eg CRM) that will enable tracking of lead quality, lead fulfilment and RM throughput </li><li>Driving campaigns to ensure top of the funnel drive for each product in relevant catchments and monitor for lead quality and lead conversions </li><li>Monitoring customer coverage regularly so that all customers are touch based in set periods</li><li>Liaise with relevant departments to ensure and fast-track cases wherever being stuck </li></ul>      <ol><li>A passion for solving Customer Problems and ensuring great user experience</li><li>Basic understanding of application flow in each Product</li><li>High degree understanding of CRM and other tech platforms</li><li>Ability to read and interpret data and dashboards and help strategically implement initiatives in his / her catchment </li><li>Experience in data driven decision making and analytical thinking </li><li>Ability to work effectively with cross functional teams and manage various stakeholders</li><li>High levels of empathy </li></ol>  <h4>Experience Level</h4>Mid Level

Regional Manager

Premier Acquisition Manager - GRA-RL Sales-Regional salesPosting Description for Internal Candidates
 
 


 
 
 


 
Enter Custom Internal Posting Description
 


 
 
 



 



Short Description for Internal Candidates
 
 


Description for Internal Candidates
 
 


 
 
 



JOB Role-         ·         Acquisition of customers through group companies.          ·         Managing the leads to be assigned to him for the proper execution and opening of Accounts in the prescribed TAT’s.          ·         Selling TPP and Generating Revenue.          ·         Building CASA book size.         Job Requirement-         ·         Good coordinator with different channels.          ·         Excellent communication skills.          ·         Graduates / MBA     Having more than 2-4  year work experience Same Posting Description for Internal and External Candidates  <h4>Experience Level</h4>Mid Level

Acquisition Manager

Acquisition Manager-RL SALES-SalesAcquisition Manager-RL SALES-Sales JOB DESCRIPTIONJob 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.  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  Qualifications- MBA / CA/ CAIB <h4>Experience Level</h4>Mid Level

Relationship Manager-SARAL LOANS-Marketing Branches OperationsWe are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer relationships through cross-selling and referrals. The ideal candidate should have a blend of service and sales orientation with experience in financial services or banking.
Handle customer service tasks including 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. Maintain a balance between service excellence and sales performance.<h4>Experience Level</h4>Mid Level

Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches OperationsWe are seeking a high-energy and self-motivated Relationship Manager – Agri-Finance to drive business in the Tractor Loans and Retail segment. The role involves sourcing working capital loans for Agri-related industries, food processing units, and MSMEs, while ensuring quality portfolio growth and customer satisfaction. The ideal candidate should possess strong interpersonal skills, financial acumen, and a deep understanding of local markets and customer needs. This is a field-intensive role (80% field, 20% office) requiring strong networking, negotiation, and follow-up capabilities. Candidates must be tech-savvy and committed to delivering results with speed, scale, and skill.
Source working capital loans for Agri-related, food processing, and MSME industries
Ensure monthly disbursements with ticket sizes ranging from ₹2 crore to ₹25 crore
Achieve a minimum of 3 new cases per month and meet at least 2 new leads daily
Build and manage relationships with CAs, financial consultants, DMAs, and Kotak Bank branches
Collaborate with internal teams (credit, trade finance, CMS, treasury, legal, operations) for seamless service delivery
Maintain strong follow-up and ensure timely resolution of customer requirements and complaints
Understand and evaluate financial documents including balance sheets and P&amp;L statements
Leverage knowledge of property/legal aspects for mortgage-based lending
Maintain accurate documentation and reporting of business activities
Operate with the mantra of “Speed, Scale, and Skill” in all business efforts<h4>Experience Level</h4>Mid Level

Deputy Manager Finance

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

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Kotak Mahindra Bank Jobs - 2302 Verified Vacancies

Relationship Manager

Relationship Manager

Relationship Manager

Branch Operations Manager

Branch Operations Manager

Relationship Manager

Relationship Manager

Area Credit Manager

Regional Manager

Acquisition Manager

Acquisition Manager

Relationship Manager

Deputy Manager Finance

Branch Relationship Manager