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Kotak Mahindra Bank

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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

Kotak Mahindra Bank Limited

Relationship Manager

Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches OperationsWe are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing existing relationships, and ensuring smooth processing of gold loan applications. The ideal candidate should have strong interpersonal skills, a sales mindset, and a good understanding of gold loan products and branch operations.
Source new customers for gold loan products through branch walk-ins, field visits, and local networking
Explain product features, eligibility criteria, and documentation requirements to customers
Ensure timely processing and disbursement of gold loans
Maintain high levels of customer service and satisfaction
Cross-sell other banking products such as CASA, insurance, and investment products
Ensure compliance with internal policies, audit norms, and regulatory guidelines
Maintain accurate records of customer interactions and loan documentation
Collaborate with branch teams to ensure seamless operations and customer experience<h4>Experience Level</h4>Mid Level

Gold Loan Executive

Team Manager - RCU-Comm. Bank HO & Support-Business Process Management GroupTeam Manager RCU- Comm. Bank HO &amp; Support-RA-Risk Control Unit Job DescriptionJOB DESCRIPTION :• Customer Service Officers to address requests/complaints received from clients for all for Retail Asset Products (Eg: Home loan / LAP/Personal Loan).•Address all Service Request /Complaints and ensure all requests/complaints are closed within TAT•Digital Adoption for all Retail Asset Clients•Achieve Cross sell Targets set as per KRA’s•Quality of Service Request and Resolution as given to customers.Job requirements:•Some experience in Customer Service would be an added advantage•Believes in team work•Taking ownership of customer issues and taking them to end to end resolution•Apply best practices and focus on areas of improvement•Focused towards achievement of own KRAs•Building rapport and coordinating with internal stakeholders and ensuring customer requests are addressed on time.•Proficiency in WORD and EXCEL/PPT preferredEligibility:•Spent twelve months (applicant for same grade role)/eighteen months (applicant for next grade role) in the same division function role.•Applications can be made for roles in same level or one level above.     <h4>Experience Level</h4>Mid Level

Risk Officer

Sales Manager - CASA-Sales-SalesThe Sales Manager – CASA is responsible for driving the growth of the deposit base, cross-selling financial products, and managing the overall performance and profitability of the branch. This role requires strong leadership, a deep understanding of retail liabilities, and the ability to deliver exceptional customer service while ensuring regulatory compliance and operational excellence.

Sales Manager

Elite Banker-Business Banking-Outbound-Branch Banking-Relationship ManagementAs an Elite Banker in our Branch Banking-Relationship Management department, you will be a key driver of our business banking strategy. Your primary responsibility will be to identify and engage with potential business clients, offering them customized financial products and services. This role requires excellent communication and relationship-building skills, as you will be the face of our bank to these clients. Your success will be measured by the number of new business relationships established and the growth in business banking revenue.
<ul><li> Proactively identify and engage with potential business clients through outbound calls and visits.</li><li> Understand client needs and offer tailored financial solutions, including loans, deposits, and other banking services.</li><li> Build and maintain strong relationships with business clients, ensuring their satisfaction and loyalty.</li><li> Stay updated on market trends and competitor offerings to provide competitive financial solutions.</li><li> Collaborate with internal teams to ensure smooth delivery of banking services and timely resolution of client queries.</li><li> Achieve individual and team sales targets for business banking products and services.</li><li> Conduct regular follow-ups with clients to ensure their financial needs are met and to identify cross-selling opportunities.</li><li> Provide regular feedback to management on market trends, client feedback, and product enhancements.</li><li> Ensure compliance with all banking regulations and maintain high ethical standards in client interactions.</li></ul><ul><li> A bachelor's degree in business, finance, or a related field is preferred.</li><li> Minimum 2-3 years of experience in business banking or a similar role, with a proven track record of success.</li><li> Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.</li><li> Strong sales and negotiation skills, with a results-driven approach.</li><li> Knowledge of banking products and services, including loans, deposits, and investment options.</li><li> Ability to work independently and manage a high volume of client interactions.</li><li> Proficiency in MS Office and CRM systems.</li><li> Strong organizational and time management skills.</li><li> Willingness to undergo training and stay updated on industry trends.</li><li> A self-motivated and proactive attitude, with a passion for delivering exceptional client service.</li></ul><h4>Experience Level</h4>Mid Level

Branch Relationship Manager

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

Acquisition Manager-Sales-SalesThe Acquisition Manager – RL Sales is responsible for driving the acquisition of retail loan customers through direct and indirect channels. The role involves identifying potential customers, managing relationships with channel partners, ensuring compliance with documentation, and achieving sales targets for retail loan products such as home loans, LAP (Loan Against Property), and personal loans.

Acquisition Manager

Data Science Manager-Digital Banking Kotak 811-Regional SalesData Science Manager We are looking for an experienced Data Science Manager to lead a team of data scientists in building scalable analytics and machine learning solutions. This role combines technical expertise, people leadership, and business acumen to drive data-driven decision-making across the organization. Key Responsibilities  Lead, mentor, and manage a team of data scientists and analysts  Define data science strategy aligned with business objectives  Oversee development and deployment of machine learning models  Partner with product, engineering, and business stakeholders  Translate complex analytical findings into actionable insights  Ensure best practices in model development, validation, and monitoring  Drive experimentation, A/B testing, and advanced analytics initiatives  Manage project timelines, priorities, and resource allocation  Stay current with emerging data science tools and techniques Required Skills &amp; Qualifications  Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, or related field  7&amp;#43; years of experience in data science or analytics, with leadership experience  Strong expertise in Python/R and machine learning frameworks  Solid understanding of statistics, predictive modeling, and AI techniques  Experience with SQL, big data technologies, and cloud platforms (AWS, Azure, GCP)  Strong stakeholder management and communication skills  Experience deploying models into production environments Preferred Qualifications  PhD in a quantitative field  Experience in MLOps, model monitoring, and automation  Knowledge of deep learning, NLP, or computer vision  Prior experience in agile or product-driven environments This is an Internal document.<h4>Experience Level</h4>Senior Level

Data Science Intern

Relationship Manager - LAP - HF Loan Against Property (LAP)-SalesRelationship Manager-Loan Against Property 



Location
Mumbai


Reporting Relationships
Location Manager



      The ‘Loan Against Property (LAP)’ Business vertical is the part of ‘Secured Assets’ division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial &amp; Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small &amp; medium traders, manufacturers &amp; service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking &amp; Other Group Businesses etc.   Job Role:  <ul><li>Manage sales for Loan against Property business from cross channel and open market</li><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new Branches</li><li>Manage and grow the Direct Sales team and focus on increased Productivity</li><li>Marketing and encashing catchment areas</li><li>Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital.</li><li>Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets</li><li>Responsible for Project approvals of Builders</li><li>Ensure additional revenue generation through cross sell &amp; Multi selling of Insurance, CASA , Credit Cards   etc.</li><li>Training &amp; Development of the DST Team and DSAs</li><li>Liasoning with Internal teams for business like Credit, Legal, Technical, RCU &amp; Operations</li><li>Responsible for end to end processing of the case and updating the status of the same to the customers.</li><li>Ensuring Top Class service for Customers for better NPS Scores</li><li>Experience in SECURED LOAN SALES is Must</li></ul>   Job Requirements: <ul><li>Qualification - Graduate / MBA</li></ul>Skills &amp; Experience –<ul><li>Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches</li><li>Customer relationship management skills</li><li>Sales and service orientation</li></ul>  <h4>Experience Level</h4>Mid Level

Loan Manager

Area Sales Manager-Vishwas-SalesArea Sales Manager-Consumer Durables   Job Role:   <ul><li>The role will be handling a team of Sales Managers.</li><li>Managing and supporting effective deployment of the team of sales professionals with respect to the geographical area, exploring new markets and allocating resources to most profitable opportunities, effectively engage Operations &amp; Risk teams to understand and contribute to the overall processes &amp; profitability across locations. </li><li>Getting new key dealers to expand dealer base and manage dealer relationship. </li><li>Maintain the productivity at required level. </li><li>Ensure the customer satisfaction. Ensure TAT times on approved and disbursed applications and dealer payments.</li><li>Meeting with RSM /LSM &amp; set target monthly/weekly for RM, DST.</li><li>Prepare monthly working plan for sales teams, review weekly, monthly plan for RM by visiting respective location </li><li>Work towards building team relations and bringing in new initiatives to increase productivity. </li><li>Creates opportunities and utilizes all available organizational forums to state and reinforce the organizational vision</li></ul> Job Requirements:   <ul><li>Qualification - Graduate / MBA</li></ul>Skills &amp; Experience –<ul><li>Should have at least 5-7 years of experience in sales management </li><li>Prefer to have good understanding of CD Business </li><li>Candidates with experience in Consumer Durables/Digital Products will be preferred</li><li>Should be a Team player, Relationship person and should be ready to travel widely </li><li>Must have on-rolls team handling experience (Need to have supervisory role experience)</li></ul> <h4>Experience Level</h4>Mid Level

Area Sales Manager

Relationship Manager-Two Wheeler Finance-SalesAs a Relationship Manager, you will be the face of our company, representing Kotak Mahindra Prime Ltd in the market. Your primary focus will be on developing and nurturing relationships with customers, understanding their financial needs, and offering tailored two-wheeler finance solutions. You will be responsible for driving sales and ensuring customer satisfaction throughout the finance process.<ul><li>Build and maintain strong relationships with customers, understanding their financial goals and requirements.</li><li>Offer personalized two-wheeler finance solutions, providing expert advice and guidance.</li><li>Process and approve finance applications efficiently, ensuring a smooth and timely experience for customers.</li><li>Stay updated with market trends and competitor offerings to provide competitive finance options.</li><li>Collaborate with the sales team to identify potential leads and convert them into successful finance applications.</li><li>Maintain accurate records and documentation for all finance transactions.</li><li>Address customer inquiries and concerns promptly, providing excellent customer service.</li><li>Conduct market research and analyze customer feedback to improve finance products and services.</li><li>Attend industry events and network with potential clients to expand our customer base.</li><li>Ensure compliance with all regulatory and legal requirements in finance operations.</li></ul><ul><li>A bachelor's degree in finance, business administration, or a related field is preferred.</li><li>Minimum 2 years of experience in relationship management or sales, preferably in the finance industry.</li><li>Strong knowledge of two-wheeler finance products and the ability to explain complex financial concepts.</li><li>Excellent communication and interpersonal skills, with a customer-centric approach.</li><li>Ability to build rapport and establish long-term relationships with customers.</li><li>Proficiency in using CRM systems and MS Office applications.</li><li>Analytical skills to interpret data and make informed decisions.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to work independently and manage a high volume of customer interactions.</li><li>A self-motivated and results-driven mindset, with a passion for sales and customer satisfaction.</li></ul><h4>Experience Level</h4>Mid Level

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.

Assistant Branch Manager-Inbound-Branch Banking-ServiceWe are looking for a proactive and detail-oriented Assistant Branch Manager-Inbound 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 done by subordinates 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 proactive,detail-oriented,compliance management,regulatory compliance,audit requirements management,customer service management,operational efficiency,leadership,banking operations knowledge,customer experience delivery,organizational skills,problem-solving,decision-making,risk management,financial acumen,communication skills,interpersonal skills,team management,process improvement,staff management,training and development,resource allocation,strategic planning,reporting and analysis<h4>Experience Level</h4>Mid Level

Assistant Branch Manager

Relationship Manager - Tractor and Crop Finance-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches OperationsWe are seeking a high-energy, self-motivated Relationship Manager – TFE to drive quality business in the MSME segment, specifically targeting Agri-related industries, food processing units, and manufacturing sectors. The ideal candidate will be a strong team player with excellent communication skills in English, Hindi, and the local language, and possess a deep understanding of working capital finance, balance sheet analysis, and property/legal aspects of mortgage lending. This role is field-intensive (80% field, 20% office) and demands strong networking, negotiation, and follow-up skills to ensure consistent business sourcing and customer satisfaction.
Source working capital loan facilities for Agri-related and MSME industries
Ensure quality and size of business through effective lead generation and conversion
Maintain a monthly disbursement pipeline 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
Ensure timely resolution of customer requirements and complaints
Maintain strong follow-up and documentation standards
Adhere to the mantra of “Speed, Scale, and Skill” in all business activities<h4>Experience Level</h4>Mid Level

Sky Service Distribution - RM-Sky Channel-Contact Centre InboundAttend inbound customer calls related to Retail Liabilities, ensuring prompt and satisfactory resolution of queries and service requests. Identify and convert opportunities for cross-selling banking products during customer interactions. Deliver quality communication and customer service within defined productivity and service benchmarks. Ensure customer delight by providing consistent service experiences and timely resolution of issues. Complete daily logs and meet end-of-day targets as specified by the process. Adhere to Information Security norms and quality process standards. Stay updated with any process changes and ensure compliance. Actively implement feedback from Team Leaders, Team Coaches, or Quality teams to improve performance and service delivery.
Educational Qualification: Graduate
Experience: Preferably 1–2 years, with at least 6 months in a customer service role; understanding of the call center industry is an advantage
Skills &amp; Attributes:
Excellent verbal and written communication skills
Good listening skills and strong interpersonal abilities
Flexible to work in a 24/7 environment (For females: 7 AM to 8 PM), including Sundays and holidays
Willing to work scattered 8 week-offs per month with 9-hour shifts
Confident, eager to learn, and possess a positive, can-do attitude
Team player with a collaborative mindset and self-motivation
Ability to quickly establish rapport with peers, managers, and customers
Uphold integrity and act as a role model within the organization<h4>Experience Level</h4>Mid Level

Collections Manager-PRIME VISHWAAS-CollectionCollections Manager PRIME VISHWAAS Collection Job Responsibilities: <ul><li>Candidate will handle collection for traditional for UP/UK.</li><li>Candidate will be responsible for the numbers and losses of the state.</li><li>Candidate will ensure to maintain the processes of the state and ensure that the process is followed by the team.</li><li>Candidate will responsible to hire/complete the team in state. </li><li>He will ensure the proper distribution of the state i.e. teams &amp; vendors. </li><li>He will handle the vendor management for the state. </li></ul>

Collection Manager

Relationship Manager-Loan Against Property (LAP)-SalesAs a Relationship Manager, you will be the face of our company, representing Kotak Mahindra Prime Ltd to potential and existing clients. Your primary goal is to understand client needs, offer suitable loan products, and provide exceptional customer service throughout the loan journey. This role is crucial in driving business growth and maintaining our reputation as a trusted financial partner.<ul><li>Build and nurture long-term relationships with clients, understanding their financial goals and requirements.</li><li>Offer personalized loan solutions, including Loan Against Property (LAP) products, to meet client needs.</li><li>Guide clients through the loan application process, ensuring a smooth and efficient experience.</li><li>Stay updated on market trends, competitor offerings, and new loan products to provide the best advice to clients.</li><li>Collaborate with internal teams, such as underwriting and legal, to ensure a seamless loan approval process.</li><li>Maintain a high level of customer satisfaction by promptly addressing queries and concerns.</li><li>Achieve individual and team sales targets through effective relationship management and cross-selling opportunities.</li><li>Conduct regular client meetings and provide periodic updates on loan progress and market insights.</li><li>Identify and mitigate potential risks associated with loan applications, ensuring compliance with regulations.</li><li>Represent the company professionally at industry events and networking opportunities.</li></ul><ul><li>A bachelor's degree in finance, business administration, or a related field is preferred.</li><li>Minimum 2-3 years of experience in relationship management, preferably in the financial services industry.</li><li>Strong knowledge of Loan Against Property (LAP) products and the Indian mortgage market.</li><li>Excellent interpersonal and communication skills, with a client-centric approach.</li><li>Ability to build trust and rapport with clients, offering tailored financial solutions.</li><li>Proficiency in MS Office and familiarity with CRM systems for efficient relationship management.</li><li>Analytical skills to interpret financial data and offer suitable loan recommendations.</li><li>Self-motivated and results-driven, with a track record of achieving sales targets.</li><li>Strong work ethic, with the ability to work independently and as part of a team.</li><li>Willingness to stay updated on industry trends and regulatory changes.</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-Housing Finance-SalesWe are seeking a talented Relationship Manager to join our Housing Finance-Sales team at Kotak Mahindra Bank Ltd. In this role, you will play a crucial part in driving the sales and distribution of our mortgage products through Direct Sales Agents (DSAs). Your responsibilities will include empaneling new DSAs, training and developing our sales team, and ensuring compliance with our company's guidelines. You will also act as a liaison between various internal departments to facilitate smooth case processing and provide exceptional customer service.<ul><li>Manage sales and distribution of mortgage products through DSAs, ensuring target achievement.</li><li>Empanel new DSAs, evaluate their performance, and drive business growth through effective partnership.</li><li>Train and mentor the DST and DSA partners, fostering a productive and compliant sales environment.</li><li>Adhere to KYC and documentation norms, maintaining high standards of compliance.</li><li>Ensure timely and accurate closure of disbursement documentation, minimizing delays.</li><li>Liaise with Credit, Legal, Technical, RCU, and Operations teams for efficient case processing.</li><li>Handle end-to-end customer application processing, providing regular updates to customers and channel partners.</li><li>Maintain high customer service and satisfaction levels, addressing queries and concerns promptly.</li><li>Stay updated with market trends and competitor offerings, identifying opportunities for improvement.</li></ul><ul><li>Bachelor's degree in Business, Finance, or a related field.</li><li>3-5 years of experience in sales, preferably in the mortgage or banking industry.</li><li>Strong knowledge of mortgage products, sales strategies, and market trends.</li><li>Excellent communication and interpersonal skills, with the ability to build relationships.</li><li>Proven track record of achieving sales targets and managing a sales team.</li><li>Proficiency in MS Office and relevant sales/CRM software.</li><li>Ability to work independently and manage multiple tasks simultaneously.</li><li>Analytical mindset with problem-solving skills.</li><li>Willingness to stay updated with industry regulations and best practices.</li><li>Flexibility to travel for business purposes as needed.</li></ul><h4>Experience Level</h4>Mid Level

Branch Acquisition Officer-BRANCH BANKING-Branch BankingDescription – External  <blockquote>
 ·         To source customers for Current Account, Savings Account Products of the bank. Customers   to be sourced from individuals, small businesses, trusts, associations, societies, corporates.
</blockquote>                          Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process. <blockquote>
  
</blockquote> Qualifications – External <blockquote>
 Post-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred)
</blockquote>  <blockquote>
 ·         Hardcore sales mentality. Primary motivation from achievement of targets. A hunter by orientation.
</blockquote>  <blockquote>
 ·         Should be well groomed and presentable with ambassadorship qualities
</blockquote>

Credit Manager-SUPPORT SERVICES-CreditRole - Credit Manager - KMPL Support Services-Credit Minimum experience of 3 years under Retai credit underwriting.Minimum qualification MBA Finance or CA.   Job Role  · To evaluate the credit worthiness of various customers applying for car loans, within the prescribed TAT and deciding on the right risk mix for the particular customer.· Actively involved in portfolio management which includes understanding the market and monitoring the portfolio.· Launching of products based on the market peculiarities which will facilitate business, with adequate mitigants with regard to risk.· Monitoring delinquency parameters through constant interactions with the collections team, analyzing trends and suggesting learnings out of the same.  Job Requirements Skills/Knowledge prerequisites Knowledge of the location / area is an essential criteria.Well versed in the local language apart from Hindi and English.Good knowledge of interpreting financial trends.<h4>Experience Level</h4>Mid Level

Credit Manager

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

Marketing- Product Communication-PERSONAL LOANS-Marketing HORole DepartmentBrand &amp; Marketing CommunicationLocationMumbaiGradeM3                                                                                                               As a Product Marketing Manager, the person will be responsible for all the marketing activities related to Business Banking products like Current Account &amp; Merchant Acquiring, Government Banking and Retail Institutions banking Key Responsibilities: <ul><li>Planning and executing campaigns to drive acquisition, cross-sell, up-sell and of all the said products</li><li>Closely collaborating with the product and campaigns team to drive the effective customer acquisition, servicing, deepening  and engagement through effective communication and the same is delivered within timelines</li><li>Understanding market conditions/ current events to leverage and come up with quick tactical campaigns</li><li>Prepare go-to-market strategies for key launches/campaigns</li><li>Keeping in touch with competition campaigns and offers to work on creating better campaign ideas for customers</li><li>Develop product positioning and messaging that differentiates various products in the market</li><li>Channel &amp; Sales enablement </li><li>Understanding various digital platforms to have a differentiated communication plan for each</li><li>End-to-end execution of campaigns including co-ordination with the campaigns and other tech teams</li><li>Engagement &amp; Customer Lifecycle Management communication </li><li>Work closely with alliance, events/activation and social media team for customer engagement initiatives</li><li>Vendor management- Ability to manage creative agencies, printers and other vendors and ensuring deliveries within committed project timelines</li><li>Planning &amp; Budgeting- Plan and manage annual marketing budgets for your respective products and track the same closely.</li><li>Understands digital &amp; performance marketing</li><li>Brand Management – All mediums of Branding and execution of the same.</li></ul>   <ul><li>MBA with Around 4 to 5 years’ experience in marketing preferably in digital product space (apps,  digital product marketing in fintechs/banks) or has been working on Business Banking Apps (Current Account, POS (Merchant Acquiring), Trade), Business loan, Working capital, Government Banking, TASC – Retail institutions</li><li>Needs to have experience in Digital Marketing </li><li>Should also understand social media marketing and BTL Marketing too</li><li>Great communication skills and creative skills (Both written and verbal communication skills)</li><li>Attention to detail</li><li>Excellent people management skills to interact with staff, colleagues and cross-functional teams, and third parties</li><li>Problem solving capabilities and hands-on working style</li><li>Ability to work in a challenging and dynamic environment </li></ul>  <ul><li>Creative thinker</li><li>Ability to Multi-task</li><li>Ability to work in a highly challenging &amp; dynamic environment </li><li>Solution led approach attitude</li><li>Stakeholder management</li></ul> <h4>Experience Level</h4>Senior Level

Brand Marketing Manager

Sky-Analyst-Service Quality-Sky Channel-Service QualityThe Sky-Analyst will be responsible for analyzing and improving the quality of services provided by the Sky Channel. This role involves a deep understanding of customer needs and the ability to identify areas for enhancement. The successful candidate will work closely with the Service Quality team to develop strategies and implement initiatives that drive customer satisfaction and loyalty.
<ul><li> Conduct thorough analysis of customer interactions and feedback to identify trends and areas of improvement.</li><li> Develop and implement strategies to enhance the overall customer experience, focusing on service quality and efficiency.</li><li> Collaborate with cross-functional teams to ensure alignment with business goals and customer expectations.</li><li> Monitor and evaluate the performance of service delivery channels, providing insights and recommendations for optimization.</li><li> Identify and address any bottlenecks or issues that impact customer satisfaction and service quality.</li><li> Conduct regular audits and assessments to ensure compliance with service quality standards and regulations.</li><li> Provide training and support to front-line staff, ensuring they have the skills and knowledge to deliver exceptional service.</li><li> Stay updated with industry best practices and emerging trends in customer service and experience.</li><li> Prepare and present periodic reports on service quality metrics and improvement initiatives to senior management.</li></ul><ul><li> A bachelor's degree in Business Administration, Marketing, or a related field is preferred.</li><li> Minimum 3 years of experience in a customer service or quality assurance role, preferably in the banking or financial services industry.</li><li> Strong analytical skills with the ability to interpret data and draw meaningful insights.</li><li> Excellent communication and interpersonal skills, with the ability to build relationships and collaborate effectively.</li><li> Proficiency in using data analysis tools and software for reporting and visualization.</li><li> A customer-centric mindset with a passion for delivering exceptional service.</li><li> Ability to work independently and manage multiple projects simultaneously.</li><li> Strong problem-solving skills and a proactive approach to identifying and resolving issues.</li><li> Familiarity with industry regulations and compliance standards related to customer service.</li><li> Willingness to learn and adapt to new technologies and processes.</li></ul><h4>Experience Level</h4>Mid Level

Quality Analyst

Next Gen Relationship Manager-BRANCH BANKING-Relationship ManagementThe Next Gen Relationship Manager will play a crucial role in Kotak Mahindra Bank's Branch Banking department, focusing on building and managing relationships with high-value customers, offering tailored financial solutions, and driving business growth. We 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. Responsibilities<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>Qualifications<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

Branch Manager-BRANCH BANKING-Branch Banking<table><tbody><tr><td>  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. </td></tr></tbody></table>

Branch Manager

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