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Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-SalesPosition / Job Title (Proposed) RMDesignation ManagerFunction Financial Institutions Group-Capital Market-Sales SegmentWholesale BusinessDivisionWholesale BankingGradeM3Reporting To Vice PresidentLocationMumbai - BKC  Key Deliverables <ul><li>Experience in Custody Sales (Preferable domestic custody – AIF , PMS, Family office, MF, Insurance)</li><li>New client acquisition of clients for domestic custody with focus on domestic clients and GIFT city structures</li><li>Deep mining of the existing clients to see cross-selling opportunities</li><li>Servicing of the clients with respect to settlement, confirmations, trade-related and banking related queries.</li></ul>



 



   Qualification and Experience<ul><li>Post Grad MBA or CA</li><li>Minimum 3 years’ Experience in Custody</li></ul>  Job Skills <ul><li> Sales and negotiation</li></ul> <h4>Experience Level</h4>Mid Level

Kotak Mahindra Bank

Relationship Manager-LAP-Loan Against Property-SalesAs a Relationship Manager in the LAP Sales department, you will play a crucial role in driving the bank's LAP business. Your primary focus will be on acquiring new customers, cross-selling bank products, and ensuring customer satisfaction. You will be expected to work closely with the bank's relationship teams to deliver an exceptional customer experience.<ul><li>Build and maintain strong relationships with customers to understand their financial needs and goals.</li><li>Achieve and exceed sales targets for LAP products.</li><li>Cross-sell other bank products and services to existing customers.</li><li>Provide excellent customer service and ensure a positive customer experience.</li><li>Stay updated on market trends and competitor offerings to offer tailored solutions.</li><li>Collaborate with internal teams to streamline the loan application process.</li><li>Conduct thorough financial assessments of customers' loan applications.</li><li>Maintain accurate records and documentation for all loan transactions.</li><li>Ensure compliance with all relevant regulations and policies.</li><li>Attend training sessions and workshops to enhance professional skills.</li></ul><ul><li>Bachelor's degree in Business, Finance, or a related field.</li><li>Minimum 2 years of experience in sales or relationship management, preferably in the banking industry.</li><li>Strong communication and interpersonal skills.</li><li>Ability to build rapport and establish trust with customers.</li><li>Excellent customer service orientation.</li><li>Proficiency in using MS Office and CRM software.</li><li>Analytical skills to interpret financial data and market trends.</li><li>Self-motivated and results-driven approach.</li><li>Strong work ethic and attention to detail.</li><li>Willingness to travel for business purposes.</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager - Affluent-AFFLUENT-Relationship ManagerAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.
Acquire new HNI clients and expand existing relationships through strategic sales planning and execution.
Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions.
Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue.
Perform regular portfolio reviews and present investment options aligned with client goals.
Maintain consistent client engagement through weekly/monthly calls and meetings.
Resolve client queries within defined turnaround times to ensure satisfaction and loyalty.
Collaborate with internal teams to ensure seamless service delivery and client onboarding.
Organize and participate in special sales initiatives, client events, and engagement activities.
Ensure strict adherence to bank policies and regulatory guidelines in all client interactions.
Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.<h4>Experience Level</h4>Mid Level

Sky Global Indian Classic - RM-Sky Channel-VRM - NRJD – “RM – Global Indian”  



Department
CEC (SKY Branch)


Location
Thane and Hyderabad


Number of Positions
 


Reporting Relationships
 


Position Grade
M1 to M5



    <ul><li>Build and nurture personal relationship with affluent NR customers by in-depth profiling of the client, identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group</li><li>Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness</li><li>Acquire new affluent clients and increase the customer base</li><li>Work closely with other businesses to provide NRI customers with seamless access to NR products</li><li>Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  </li><li>Track customer complaints/queries and ensure a high level of customer satisfaction and provide information about product and service enhancements.</li><li>Ensure client engagement at all times though regular connecting via Omni Channel</li><li>Ensure adherence to all bank and regulatory processes at all times</li></ul>      <ul><li>Strong communication skills (written and verbal) and interpersonal skills</li><li>In depth NR product &amp; process knowledge with mandatory NISM &amp; IRDA certification</li><li>Strong numerical-analytical skills and communication skills</li><li>Experience in building and maintaining affluent customer relationships</li><li>Open to work as per Global time zone</li></ul>  <h4>Experience Level</h4>Entry Level

Relationship Manager-Vishwas-SalesJOB DESCRIPTIONRelationship Manager – LAP Vishwas Roles &amp; Responsibilities <ul><li>Products include Vishwas HL and LAP </li><li>Handle team of executives to achieve business targets (Volume, Cross-sell, Insurance etc.) </li><li>Manage, develop and enhance deepening of the relationship with Channels (Kotak Branches, DSA, Builder)</li><li>Responsible for achieving team targets and sales volume.</li><li>Ensuring team productivity along with location productivity </li><li>Ensure customer satisfaction as measured trough NPS metrics</li><li>Effective management of working relationships (e.g. Credit, Operations, Legal, Technical etc.) to drive business outcomes </li><li>Responsible for cross sell of CASA and TPP.</li><li>Administer and ensure compliance to all business practices. </li></ul> Person Requirements <ul><li>Professionals with minimum 5 years of experience</li><li>Good interpersonal and relationship building skills</li><li>Influencing skills for driving business with both internal and external channel partners</li><li>Knowledge of secured banking products is preferred</li></ul>      <h4>Experience Level</h4>Mid Level

Relationship Manager-PRIME VISHWAAS-SalesRelationship Manager – Prime Vishwaas Sales – M1 Job role &amp; Responsibilities: <ul><li>Manage Auto loan through Car Dealers, Direct Sales Agents  &amp; Direct Sales Teams </li><li>Empanelment of New car Dealers, DSA &amp; DST in the Market</li><li>Accountable for sales performance &amp; Productivity of team</li><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul> Deliverables : <ul><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul>   <ul><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul><ul><li>Graduate</li><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul><h4>Experience Level</h4>Mid Level

CEC-Relationship Manager-VRM-BRANCH BANKING-VRMJob Role: Team Leader• Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio.• Collaborating with fulfilment teams to ensure best in class conversion ratios.• Ensure availability of trained manpower to maintain production at 100% capacity.• Meet cost to income ratios as determined by Score card.• Adherence to Standards of Performance.• Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:• Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees.• People management skill essential.• Experience in working in a tele-sales or relationship management in BFSI preferred.• Certified in AMFI/IRDA.• Good listening skills and strong communication abilities.• Team Player.   Job Role: VRM Officer • To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers – cross training in cards, liabilities, assets.• This skill will also do sales with assigned customer based mapped to them.• Measure of outcomes – NPS, Service Level, Service Quality and Sales.• Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.• Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.• Complete the logs specified by the process (End-of-day target).• Adherence to Information Security norms &amp; quality process norms.• To be aware of and comply with any updates about the process.• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:• Should be a least graduate.• No western line candidates to be scheduled, kindly hunt profiles residing near to Thane.• Should not have employment gap for more than a month.• Should have at least completed a year in current org.• Better soft skills – conversational skills and English versant scores 7+.• Flexible to work on rotational week offs. <h4>Experience Level</h4>Senior Level

Relationship Manager-Affluent-Priority-Regional salesAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also involves conducting regular portfolio reviews, identifying cross-sell opportunities, and organizing client engagement initiatives to strengthen relationships and increase wallet share. This is a high-impact role that combines sales, relationship management, and advisory capabilities, offering a dynamic career path in the bank’s premium customer segment.
Acquire new HNI clients and expand existing relationships through strategic sales planning and execution. Conduct in-depth profiling of clients to understand their financial needs and offer tailored solutions. Drive business across liabilities, assets, and fee-based products to enhance relationship value and revenue. Perform regular portfolio reviews and present investment options aligned with client goals. Maintain consistent client engagement through weekly/monthly calls and meetings. Resolve client queries within defined turnaround times to ensure satisfaction and loyalty. Collaborate with internal teams to ensure seamless service delivery and client onboarding. Organize and participate in special sales initiatives, client events, and engagement activities. Ensure strict adherence to bank policies and regulatory guidelines in all client interactions. Continuously identify opportunities for cross-selling and upselling to increase wallet share and client stickiness.<h4>Experience Level</h4>Mid Level

Relationship Manager - HF-HOUSING FINANCE-SalesJob role:<ul><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new DSAs / 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</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></ul> <ul><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new DSAs / 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</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></ul><ul><li>Candidate worked in Kolkata</li><li>Relevant HL/Mortgage experience atleast 2 to 7 years </li><li>Age between 25 to 35 years</li><li>Graduate / Post Graduate </li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail SalesJD for - Relationship Manager<ul><li>3-4 years’ of  experience Tractor loan Sales </li><li>Capable for infant resolution and Cross sale like Tractor refinance, Gold Loan, life and general insurance</li><li>Collection and infant resolution capabilities.</li></ul>
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

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