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Kotak Mahindra Bank in India seeks a Relationship Manager for its MNC segment in Wholesale Banking. The role focuses on acquiring new clients, managing a portfolio, and cross-selling Forex, Trade, CMS, and Salary Accounts to deliver profitable growth.
The candidate should have CA/MBA in finance/marketing with 3–6 years of relevant banking experience, and strong relationship management, analytical and communication skills. Chennai-based location option is included among possible postings.
Relationship Manager_MNC_0719_8512_1044315_HRR Position / Job Title (Proposed) MNC - Relationship Manager Designation Function Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M4/M5/M6 Reporting To Senior Relationship Manager- Mid Markets Location Delhi/Mumbai/Gujarat/Bangalore/Chennai/Hyderabad
MNC business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs.
What are the areas (in quantitative terms) the job has an impact on?
RM in MNC business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions.
Acquisition of NTB clients – Asset & Liability
Manage existing portfolio, and grow SOH and CASA book
Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency
Revenue delivery across products, ensure compliance to bank’s audits, statutory and regulatory requirements,
Develop Relationships and liaise with product and operations teams to provide customers experience of high standards.
External clients
Internal clients- BIU, Product, RMs, Leadership Team
CA/ MBA in finance/Marketing 3-6 Years of relevant banking experience
RM role in MNC is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers. Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy Must have knowledge of various corporate banking products like Forex, Trade, CMS etc Superior Relationship management skills Analytical and financial skills Strong communication(Written and Oral) skills, Eye For detail Experience Level Mid Level