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Branch Manager-BRANCH BANKING-Branch HeadAs a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service. This role demands a dynamic leader with strong sales acumen, regulatory awareness, and the ability to manage a high-performing team. You will oversee the branch’s profitability, compliance, and customer engagement, while also promoting cross-selling of financial products
Drive enhancement of the deposit pool from existing and new customers.
Ensure high standards of customer service delivery across all touchpoints.
Promote and achieve cross-selling targets for non-deposit products.
Lead sales initiatives for Mutual Funds and Insurance products.
Generate fee-based income through strategic product offerings.
Oversee branch administration and ensure smooth day-to-day operations.
Ensure full compliance with regulatory and internal guidelines.
Foster a productive and motivated branch team environment.
Take ownership of the branch’s Profit &amp; Loss and break-even performance.
Collaborate with internal stakeholders for product innovation and marketing initiatives.<h4>Experience Level</h4>Executive Level

Branch Manager

Product Manager-WBG HO / IPO / CIP-SME PlatformBusiness Unit

Channel Team(Digital)– Wholesale Banking Channel Team in wholesale banking , is a specialized team that manages digital platforms and solutions for business banking clients. Channel Team is responsible for strategy Development, Platform Management, Customer Experience, Digital Transformation , Compliance &amp; Security and Performance Optimisation. The team bridges corporate banking, IT operations, and external partners, ensuring seamless ,secure and innovative banking experience for corporate clients.


Role
Product manager- Process, Controls &amp; Data Management


Objective
We are seeking a highly analytical and detail-oriented Process Control and Data Management to oversee the operational integrity and data governance of our business banking digital platform. This role is responsible for ensuring smooth platform operations, defining and enforcing process controls, and managing data quality, reporting, and analytics


Responsibilities

Process Control &amp; Platform Operations<ul><li>Define, document, and enforce process controls to ensure seamless platform operations.</li><li>Monitor platform performance, identifying and addressing operational risks or inefficiencies.</li><li>Collaborate with product, technology, and operations teams to improve process automation and minimize manual interventions.</li></ul>Data Management &amp; Reporting<ul><li>Ensure data integrity, consistency, and accuracy across all business banking digital platforms.</li><li>Work with analytics teams to provide actionable insights for business decision-making.</li><li>Support reporting requirements, including MIS, regulatory reports, and internal data &amp; dashboards.</li></ul>Risk &amp; Compliance management<ul><li>Collaborate with compliance, risk, and audit teams to ensure adherence to internal and regulatory guidelines.</li><li>Serve as the point of contact for process control-related issues and escalations.</li></ul>


Experience

<ul><li>Experience: 4-6 years in process control, data management, business operations, or a similar role, preferably in banking or fintech.</li><li>Technical Skills: Strong understanding of process automation, managing reports &amp; MIS , SQL, Excel, and BI tools (Tableau, Power BI, etc.).</li><li>Analytical Mind-set: Ability to analyse data, identify patterns, and drive insights.</li><li>Attention to Detail: Strong focus on accuracy, compliance, and risk management.</li><li>Experience working with cross-functional teams, including IT, risk, compliance, and operations</li></ul>


Preferred competencies

<ul><li>Experience with digital banking platforms and transaction systems.</li><li>Knowledge of regulatory reporting and compliance requirements in banking.</li><li>Exposure to automation tools and workflow management systems.</li><li>Prior experience of working in process / data / analytics related domain.</li></ul>What We Offer: <ul><li>Opportunity to work on high-impact projects in a dynamic, fast-paced environment.</li><li>A collaborative culture with exposure to diverse challenges in digital banking.</li></ul>


Base Locations

<ul><li>Kotak Mahindra Bank- Mumbai</li></ul><h4>Experience Level</h4>Mid Level

Product Manager

Relationship Manager - HNI-Kotak Private Banking-Relationship ManagerAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management.
As a Relationship Manager – HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized financial solutions and delivering exceptional service. Your role will encompass the following key areas: 1. Client Acquisition &amp; Business Development Identify and acquire new HNI clients through strategic networking, referrals, and market research. Explore and develop new territories to expand the client base and increase market penetration. Build a strong pipeline of prospective clients and convert leads into long-term relationships. 2. Relationship Management Serve as the primary point of contact for assigned HNI clients, ensuring consistent engagement and satisfaction. Understand clients’ financial goals, preferences, and risk profiles to deliver customized solutions. Strengthen client relationships to increase share of wallet and ensure long-term retention. 3. Investment Advisory &amp; Financial Planning Provide expert guidance on financial planning, asset allocation, and portfolio structuring. Recommend suitable investment products across asset classes including equity, debt, mutual funds, structured products, and alternative investments. Stay abreast of market trends and economic developments to offer timely and relevant advice. 4. Portfolio Management &amp; Revenue Growth Monitor client portfolios regularly to ensure alignment with financial objectives and market conditions. Drive growth in Assets Under Management (AUM) by cross-selling Kotak’s suite of banking and investment products. Identify opportunities to enhance revenue through upselling and product bundling. 5. Cross-Functional Collaboration Collaborate with internal teams across banking, insurance, and investment divisions to deliver comprehensive financial solutions. Coordinate with product specialists and research analysts to provide clients with expert insights and recommendations. 6. Compliance &amp; Risk Management Ensure full compliance with regulatory requirements, internal policies, and documentation standards. Maintain high levels of confidentiality, integrity, and professionalism in all client interactions. Conduct periodic reviews and audits to ensure adherence to risk and compliance frameworks. 7. Sales Target Achievement Consistently meet and exceed assigned sales targets, revenue goals, and client acquisition metrics. Prepare and present performance reports to management, highlighting achievements and areas for improvement. Participate in strategic planning and contribute to the overall growth of the Private Banking business.<h4>Experience Level</h4>Mid Level

Relationship Manager

Acquisition Manager-RL 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.
Acquire 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

Acquisition Manager

Premier Acquisition Manager - Business Banking-RL 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

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

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

Technical Advisor

Credit Manager-Agri-Fin-Dealer Funding(DF) -CreditCredit Analyst:  Department 
Tractor Dealer Finance – Business loans


Location 
Mumbai (Infinity)


No. of Positions 
2


Reporting Relationships 
M6


Position Grade 
M4



       JOB ROLE<ul><li>Knowledge and experience in Credit assessment of Working Capital business (Cash Credit / OD /Term Loans / Channel Finance / bank guarantees). </li><li>Preparation of the credit assessment notes (CAM) covering detailed analysis of business, industry, management and financials. </li><li>Balance sheet / other financial statement analysis and identification of risk factors.</li><li>Visits to locations / clients for assessment of proposals and track key market events.</li><li>Timely processing of cases as per TAT guidelines</li></ul>   JOB REQUIREMENTS <ul><li>Should have 6 – 10 yrs of relevant exp in leading banks / NBFC’s</li><li>Chartered accountant/MBA – Finance </li></ul>   PERSONALITY TRAITS<ul><li>Financial Analysis Skills </li><li>Eager to know about latest development in various sectors in business</li><li>Strong communication (Written and Oral) </li><li>Eye For detail</li></ul> <h4>Experience Level</h4>Mid Level

Credit Manager

Sky Phygital - Relationship Manager-Sky Channel-PhygitalThe Sky Phygital Relationship Manager will be responsible for managing and enhancing customer relationships within the assigned Pin code book along with Pin code Meeting assigned by SKY RM(Virtual RM). This role involves a comprehensive approach to customer engagement, including meeting, video calling, and tele calling customers. The primary objective is to cross-sell a range of asset and liability products, as well as third-party investment offerings, to deepen existing relationships and acquire new customers with value based relationship.  Responsibilities<ul><li>Engage with customers through various channels (in-person, video call, telecall) to understand their financial needs and provide tailored solutions.</li><li>Cross-sell asset products (HL, LAP, CL, PL, GL, WC, CV) and liability products (CA, SA, TD) to existing and potential customers.</li><li>Deepen relationships with customers by offering third-party investment products (LI, GI, Trinity, MF) and ensuring timely conversion of business opportunities.</li><li>Collaborate closely with LI, GI, KSEC, IC, and Asset teams to achieve sales targets and provide efficient service to customers.</li><li>Ensure customer satisfaction and loyalty by delivering high-quality service and addressing their queries promptly.</li><li>Acquire new customers through VRM and CEC leads, and convert them into long-term relationships.</li><li>Upgrade customer categories and ensure their stickiness by providing excellent service and demonstrating the bank's facilities.</li><li>Enroll customers for relevant services and explain the benefits of various bank products and services.</li><li>Handle customer service requests efficiently, including account openings, Trinity account setups, and liability product selling.</li></ul>Qualifications<ul><li>Bachelor's or Master's degree in any field with a minimum of 1 year of experience in banking or finance.</li><li>Strong communication and interpersonal skills, with the ability to build rapport and trust with customers.</li><li>Excellent sales and negotiation skills, with a proven track record of meeting or exceeding sales targets.</li><li>Proficiency in using digital tools and platforms for customer engagement and relationship management.</li><li>Knowledge of financial products and services, including asset and liability offerings, is preferred.</li><li>Ability to work independently and manage a large customer book effectively.</li><li>Strong organizational and time management skills to prioritize tasks and meet deadlines.</li><li>A customer-centric approach and a passion for delivering exceptional service.</li><li>Willingness to continuously learn and stay updated with industry trends and product offerings.</li><li>Fluency in English and any other regional language is an advantage.</li></ul>
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

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.
Acquire 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

Territory Sales Manager-LOANS AGAINST GOLD-Marketing Branches OperationsRole- Territory Sales ManagerJD :<ul><li>Responsible for business development of Area / Cluster</li><li>Strengthen business relation and co-ordination with other business and close liason with branch banking team and Area Manager</li><li>Regular Travel to branches – All branch visit to be done once in month</li><li>Educate the GLROs regularly and also updating them with new policies introduced by HO</li><li>Ensure every GLROs meets they SOP / KRA targets – See that week wise targets are set to GLRO and they are being achieved</li><li>To fill the Gaps by regular recruitment of GLROs</li><li>Find new potential locations where Gold loan can be started</li><li>Need to have market update , competition info .</li><li>To guide GLRO that there should be smooth process of Gold Loan operations at branch</li><li>Proper documentation of Gold loan to the taught to GLRO so that it help in FPT authorization of file</li><li>10Lakhs above customer ASM to speak/ meet individually. To identify new HNI clients</li><li>Make sure Files are authorized within the HO TAT specified period and see that no branch falls under EMBARGO</li><li>Area to be under ZERO NPA always</li><li>Team Handling role</li></ul>  Job Requirement<ul><li>Minimum Graduation</li><li>Good Communication skills</li><li>Excellent Team Player</li><li>Ready to travel</li><li>Have regular repo with other departments</li><li>Eager to learn – Should have knowledge of policies and process</li><li>Knowledge on Gold loan is preferable.</li></ul> <h4>Experience Level</h4>Mid Level

Territory Sales Manager

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Kotak Mahindra Bank Jobs - 2573 Verified Vacancies

Branch Manager

Product Manager

Relationship Manager

Acquisition Manager

Acquisition Manager

Acquisition Manager

Acquisition Manager

Acquisition Manager

Acquisition Manager

Technical Advisor

Credit Manager

Relationship Manager

Acquisition Manager

Territory Sales Manager