Relationship Manager-Conglomerates and Corporate Groups-Sales

Kotak Mahindra Bank Ltd; Mumbai; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd is hiring a Relationship Manager for Conglomerates and Corporate Groups within the Wholesale Banking division in Mumbai. The role focuses on managing key corporate relationships and driving cross-sell of banking products to large clients.

The candidate will engage with conglomerates, prepare credit documentation, and coordinate with credit teams. 3–6 years of relevant banking experience is preferred.

Qualifications

• CA or MBA in finance/marketing is preferred.
• 3–6 years of relevant banking experience.
• Strong relationship management and client facing skills.

Responsibilities

• Be the SPOC for all client needs and relationships.
• Propose product solutions and cross-sell Privy, Wealth and Salary relations.
• Collaborate with Senior RM for large groups and cross-functional teams.
• Prepare and present credit-related materials for approvals.

Skills

Relationship management

Cross-selling

Client servicing

Education

CA/MBA in finance/Marketing

Job description

Position / Job Title (Proposed)

Relationship Manager-Conglomerates and Corporate Groups-Sales

Designation

Relationship Manager-Conglomerates and Corporate Groups-Sales

Function

Relationship Manager-Conglomerates and Corporate Groups-Sales

Segment

Wholesale Business

Division

Wholesale Banking

Grade

M4/M5

Reporting To

Senior Relationship Manager- Conglomerates and Corporate Groups-Sales

Location

Mumbai

About the Company/Business

CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates.

Key Responsibilities

RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations.

• Working closely with Senior RM covering large groups & Relationship Manager team serving client requirements
• Credit presentations / Preparation of Inprinciple notes for taking up with credit teams
• Presentations for Credit Committee of the bank & credit ratings
• Follow up with clients for post sanction formalities & also cross selling of banking products

Qualifications

• CA/ MBA in finance/Marketing
• 3-6 Years of relevant banking experience