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Service Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-SalesPosition Title : Customer Service Manager   Department
Business Banking Asset – Working Capital


Location
Mumbai ( BKC) 


Reporting Relationship
HO Coordinator


Position Grade
M1



  Purpose of the Role To support the business objectives of driving service level i.e enhance customer experience with excellent service delivery Roles and Responsibilities  <ul><li>Ensuring customer’s closure request is processed timely</li><li>Coordinate with relevant team to ensure correct resolution</li><li>Highlight non adherence or delay in resolution from stakeholders to immediate superiors for support </li><li>Execute best practices to ensure reduction in complaints and errors</li><li>Display ownership in handling service requests of customers with accurate resolution</li><li>Update MIS/Reports accurately with details required</li><li>Contribute towards improvement in TAT and NPS</li><li>Take ownership in additional activities to drive team performance</li></ul>   Profile Requirement- Qualification and Experience  Education: Minimum: Graduate  Experience: 3+ years of experience in service domain; preferably from lending domain Knowledge &amp; Skills: <ul><li>Client Focus – Supports clients to achieve resolution through the provision of quality service </li><li>Technology – Uses technology and software applications effectively in accordance with task requirements. Should be good with Microsoft Excel and Outlook along with banking application like Finacle.</li><li>Resilience – Achieves work objectives, even in difficult circumstances whilst remaining positive and calm</li><li>Continuous Improvement – Look for and take advantage of opportunities to learn new skills in order to achieve work goals. Adaptable in approach and willing to be flexible to accommodate the changing needs of the team and the environment </li><li>Gathers information – Knows where to find information and asks questions to ensure a better understanding of issues </li><li>Teamwork – Openly shares information, participates and contributes to team discussions </li><li>Negotiation &amp; Influence – Considers and discusses different ideas without getting personal or aggressive </li><li>Autonomy – Demonstrates punctuality and meets agreed schedules and timelines under general guidance</li></ul><h4>Experience Level</h4>Mid Level

Client Relationship Executive

Technical Manager-Product-Support-Housing Technical DepartmentWe are seeking a qualified and detail-oriented Civil Engineer with 1–2 years of experience in property valuation and project appraisal. The ideal candidate will be responsible for conducting site inspections, preparing valuation and technical reports, monitoring construction progress, and ensuring due diligence in property-related approvals and funding.
Property Valuation &amp; Site Inspection: Conduct physical inspections of properties and project sites. Prepare detailed valuation reports in accordance with industry standards. Assess project feasibility and monitor construction progress at various stages. Project Appraisal &amp; Monitoring: Appraise residential and commercial projects for funding and approval. Monitor the stage-wise progress of approved/funded projects. Ensure compliance with technical and financial benchmarks. Documentation &amp; Reporting: Scrutinize property-related documents and prepare technical reports. Maintain accurate records of builder status and project data across zones. Review and update process notes periodically to reflect regulatory changes. Due Diligence &amp; Risk Mitigation: Ensure thorough due diligence during project approval to prevent fraud. Identify and report discrepancies or risks in property documentation. Market Intelligence &amp; Regulatory Updates: Collect and update market information on a regular basis. Track amendments and regulations affecting property and construction sectors.<h4>Experience Level</h4>Mid Level

Senior Technical Associate

Sr. Sales Executive-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail SalesJOB 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 <h4>Experience Level</h4>Senior Level

Sales Executive

Sr. Sales Executive-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches OperationsSr.Sales Excecutive-Tractors and Farm Equipments (TFE)-Marketing Branches Operations 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>Senior Level

Senior Sales Executive

Collections Executive-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Recovery BranchCollections Executive-Tractors and Farm Equipments (TFE)-Recovery Branch  JOB DESCRIPTIONJob Title:  COLLECTION EXECUTIVELevel: E0 – M2Division:   COMMERCIAL BANKING GROUPFunction :SHBTReporting Relationship: LOCATION RECOVERY MANAGER (LRM)
 


Average No. of Direct Reportees : 0 – 2
 



  Job Role / KRA’s    <ul><li>To Ensure Quality portfolio.</li><li>To focus on improving Recovery in the area assigned – individually or in a team / as a team.</li><li>To ensure adherence MOPP Norms.   </li><li>To adhere to the BANKS processes and procedures.</li><li>To adhere to Audit requirement. </li></ul> Job Requirements, Skills, Knowledge prerequisites<ul><li> </li><li>Passion for Collection.</li><li>Willing to Take challenges and responsibility</li><li>Should have the ability to convince the customer to pay on our terms and conditions</li></ul> Educational Qualifications   <ul><li>Graduate &amp; above </li></ul> 


Experience Profile

 1-3 years  


 Benchmark Companies  

<ul><li>CHOLA DBS – SUBH LOANS</li><li>SHRIRAM FINANCE</li><li>MAGMA –SUVIDHA</li><li>INDIA BULLS</li><li>SREI</li><li>HDFC BANK (Group Set up)</li><li>ICICI BANK(Group Set up)</li></ul>  <h4>Experience Level</h4>Executive Level

Collections Executive

Area Sales Manager - RBG - Construction Equipment-RBG_CE (Working Capital book of CE)-Business Development 



Grade
M6


Job Description

To sources new Working capital business from entire Central &amp; Saurastra region of AhmedabadManaging existing team &amp; ensure they achieve targetDeepening the Existing portfolioAchieving desired profitability from allocated portfolioReferral generation from existing portfolio &amp; CE RetailMonitoring portfolio performancePDD managementCollaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer serviceCross Sell KGI/KLI/ Corporate Salary/ Credit CardTicket size Rs.5 Cr to Rs.100 Cr


Key Skill requirement

Experience of Infrastructure Industry would be added advantageExcellent written and oral communication skillsRelationship Management SkillsB.Com/CA/ MBA-Finance would be added advantage <h4>Experience Level</h4>Mid Level

Area Sales Manager

Team Leader-CREDIT CARD-Support (D0)and Responsibility – <ul><li>Responsible for selling credit card to ‘new to bank’ customers via team of sales executives-on field sales (Open market, Big corporates, Malls, Cinema halls, Petrol pump, Airport, Metro stations &amp; Railway Stations)</li><li>Responsible for delivery of Daily/monthly credit card sales target of his/her team and also maintain the productivity of the team.</li><li>The main &amp; the most important job is to find right candidates (Sales executives) for the team and getting the on boarded as per the norms by bank.</li><li>Provide training to the new joiners before the hit the field and also to keep the existing team updated with banks latest sourcing policies.</li><li>Daily product &amp; sales pitch refresher training to old &amp; new candidates and motivating the team to deliver the desired productivity.</li><li>Drive credit card sales via various channels like open market &amp; banca sales.</li><li>Take complete ownership of the team from lead generation to sourcing applications to final delivery of cards including follow up with cross functional teams &amp; RTO cases.</li><li>Tracking of application till final card out is a team leader’s responsibility.</li><li>Ensure the sourcing done by the team should be 100% compliant ans as per the bank &amp; RBI standards.</li><li>Ensuring that all the applications are properly processed and timely delivery of the credit cards to the customers.</li><li>Closing the customer complaints within stipulated TAT</li><li>Keeping up-to-date knowledge on products, policy and competition and download the same to team.</li><li>Following and adhering to the strict KYC norms set for the team.</li><li>Being disciplined &amp; adhering to all company policies, procedures and business ethics codes.</li><li>Engage &amp; educate customers on credit card product usage.</li></ul>Job Specification &amp; Skills Required- <ul><li>Graduate (Any Stream) from accredited universities.</li><li>Age up to 36 years max.</li><li>Exp 0 – 2 years (Relevant Industry) </li><li>Team management, Hiring , Motivating &amp; Training.</li><li>Good communication skills &amp; presentable on field.</li><li>Customer interaction &amp; Query Management.</li><li>Adherence to all the compliance standards.</li><li>Should possess leadership skills with proactive approach.</li></ul> <h4>Experience Level</h4>Senior Level

Team Leader

Principal-Technical Program Management-SUPPORT SERVICES-Applications-CTBJob Title: Technical Program Manager– Strategic Transformation InitiativesLocation: Hyderabad, Bangalore, Mumbai Senior Technical Program Manager – Job DescriptionYou will be responsible for managing the lifecycle of a complex, cross-functional program with significant impact. Your program may focus on a single product in a critical technology area or span broader initiatives across organizations or geographies, supporting larger business objectives.You may be tasked with managing the roadmap for an organization and owning one or more strategic goals. As a senior technology program owner, you are accountable for both the overarching strategy and execution—driving teams within and beyond your organization to deliver results.Key Responsibilities<ul><li>Program Definition &amp; Strategy: Define the program’s mission, vision, and tenets. Set clear objectives, analyze data, drive measurable improvements, and influence resource allocation.</li><li>Technical &amp; Architectural Insight: Understand the systems within your product or program space, including limitations, scaling factors, boundary conditions, and architectural decisions. Ask critical questions such as:
 <ul><li>Why was a system built?</li><li>What business goal does it solve?</li><li>Do we need to build something else—and why?</li></ul></li><li>Stakeholder Alignment &amp; Decision-Making: Facilitate thoughtful discussions to align business and technical stakeholders, leading to crisp, informed decisions. Provide context for past, present, and future technology choices, and maintain a long-term perspective.</li><li>Prioritization &amp; Planning: Partner with customers and engineering teams to prioritize initiatives. Use technical judgment to challenge assumptions and validate proposals. Collaborate with senior engineers to ensure scalable architectures that support ambitious business cases.</li><li>Execution &amp; Communication: Make smart trade-offs (e.g., time vs. effort vs. features). Develop plans with clear, measurable success criteria. Communicate progress and outcomes effectively across all levels.</li><li>Risk Management &amp; Problem Solving: Bridge gaps between teams, processes, and system architectures. Proactively identify and mitigate risks before they become roadblocks. Address ambiguous problems and reduce exposure to common failure modes such as:
 <ul><li>Poorly understood requirements</li><li>Ineffective cross-team collaboration</li><li>Long-term impacts of third-party technologies</li><li>Unprotected APIs</li><li>Insufficient testing or QA gaps</li></ul></li><li>Data-Driven Leadership: Demonstrate sound judgment in escalation. Regularly review metrics and seek improved mechanisms for visibility. Ensure program alignment with organizational objectives.</li></ul>Technical Expertise<ul><li>Deep understanding of technical program management and engineering best practices.</li><li>Ability to assess development processes, test plans, and operations/maintenance requirements.</li><li>Drive improvements in concurrent project delivery and streamline excess processes.</li><li>Influence teams to decouple dependencies and resolve architectural issues that hinder innovation, cause outages, or lead to user dissatisfaction.</li></ul>Communication &amp; Influence<ul><li>Exceptional communicator—craft compelling narratives (e.g., 6-pagers) and present effectively to senior leadership.</li><li>Deliver high-impact results with minimal guidance.</li><li>Build consensus when faced with differing viewpoints and lead teams toward the best path forward.</li></ul>Mentorship &amp; Talent Development<ul><li>Actively recruit and mentor talent within your organization and location.</li><li>Provide constructive feedback to engineers, managers, and peers.</li><li>Contribute to technical promotion assessments for TPMs.</li></ul> <h4>Experience Level</h4>Senior Level

Technical Operations Executive (Tech Ops)

HO Acquisition Manager - Digital Sales-Digital Banking Kotak 811-SalesJob 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.

Acquisition Manager

Sales Manager-SALARIED PERSONAL LOANS-NEW-SalesJob Role:<ul><li>Relationship management with aggregators across different levels from top management to middle management</li><li>Strategize, manage and drive online aggregator partnerships for month on month target achievement </li><li>Identifying and acquiring potential new aggregators </li><li>Manage Direct Sales Team, Credit underwriters and call center -  across different functions on a daily basis to meet the business goals &amp; improve data point to disbursal funnel conversion</li><li>To conceptualize and execute contests to motivate the partners </li><li>Plan annual engagement calendars with aggregators aligned with business priorities</li><li>Sales Planning and Day to day Operations for the Aggregator Platforms.</li><li>Liaison with other internal cross functional stakeholders like Marketing, IT, digital/ BSG, to drive agreed initiatives to build scale</li><li>Work with partners to design and execute joint PA/PQ programs resulting in 3X growth</li></ul>Job Requiremetnts<ul><li>Qualification - Graduate from a recognized University - with 6 to 8 years of experience of handling web aggregator business. preferably in banking or insurance.</li><li>Job Knowledge–Understanding of personal loans will be an added advantage; </li><li>Skills &amp; Experience– Quick learner ; Excellent written and oral communication,  </li></ul>

Sales Manager

Business Relationship Manager-SALARIED PL AND WORKING CAPITAL-SalesJob Role:<ul><li>Achieve consumer durable and similar products  new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores.</li><li>Recruit and train sales team for sourcing business dealer counters.</li><li>Development of team of DST and deploy them to achieve the business &amp; cross Sell goals of individual &amp; team.</li><li>To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes.</li><li>Generating revenue through cross sell of company products.</li><li>Identify and develop new relationships/dealers for generating business.</li><li>Supervise and guide sales team assigned managing dealer relationships</li></ul>Job Requirements:ualification – MBA and/or Professional Degree preferred · Job Knowledge and experience –·         Should have at least 2-3 years of experience in sales management·         Excellent written and oral communication skills·         Passion to achieve and grow with the Organization.·         Relationship Management Skill<ul><li>Strong on Integrity and open to new roles/ responsibilities</li></ul>

Assistant Relationship Manager

Junior Acquisition Manager-RL SALES-SalesJOB Role-·       Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.·       Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements·       Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team·       Maintaining Avg Quarterly Balance·       Conducts regular promotional and customer events to generate leads·       Cross selling of MF, Gold, Insurance and asset products. Job Requirement- ·       Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred)·       Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation.·       Should be well groomed and presentable with ambassadorship qualities.

Senior Branch Relationship Manager - BRANCH BANKING - Branch BankingJob role  Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.  Ensures high levels of customer service orientation and application of bank policy.  Cross sells existing bank products to customers.  Informs customers of new products or product enhancements to further expand the banking relationship.  Plans and conducts special sales initiatives and events for prospective and existing clients.  Coordinates with other group companies to provide seamless access to other products.  Maintains complete relationship record for assigned customer accounts.  Tracks customer complaints/queries and turnaround times for customer satisfaction  Job Requirements  Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.  Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc  Understanding of MF and Insurance an added advantage Customer orientation,  High energy and drive.  Go getter attitude.  Self motivated with a passion to achieve.

Branch Relationship Manager

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Kotak Mahindra Bank Jobs - 1183 Verified Vacancies

Client Relationship Executive

Senior Technical Associate

Sales Executive

Senior Sales Executive

Senior Sales Executive

Collections Executive

Area Sales Manager

Team Leader

Technical Operations Executive (Tech Ops)

Acquisition Manager

Sales Manager

Assistant Relationship Manager

Acquisition Manager

Branch Relationship Manager