Relationship Manager - TASC & Institutional Business

Kotak Mahindra Bank; Jalandhar; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager for TASC & Institutional Business in the Retail Liabilities division. You will target trusts, societies, associations and other institutions, building high-value relationships and presenting tailored solutions.

You will negotiate terms with senior management, create rapport with top executives, and demonstrate excellent communication and sales skills to expand Kotak's institutional footprint across the specified segments.

Qualifications

• MBA/Graduate with ability to acquire high-value relationships.
• Should possess negotiation skills for sealing deals with senior management.
• Strong presentation and communication skills for client meetings.
• Experience in sales and relationship management within banking sector is desirable.

Responsibilities

• Acquire high-value client relationships for TASC & Institutional Business.
• Negotiate and present to senior management to seal deals.
• Create rapport with the top management of all clientele.
• Demonstrate strong communication, presentation, and sales skills across client organizations.

Skills

High-value relationships

Negotiation skills

Presentation skills

Sales & RM

Communication

Education

MBA or graduate/postgraduate

Job description

Role: Relationship Manager- TASC & Institutional Business

TASC & Institutional Business vertical is a part of Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc.

Key Functions & Responsibilities:

• TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies
• TASC Business Segment is further categorises into various Business Sub Segments which is a very large Universe for a TASC RM to work on Acquisition. The various Sub Segments are Education (Pre Schools, Primary Schools, Elementary Schools, Secondary Schools, Higher Secondary Schools, Colleges, Universities, Technology & Management Institutes, Professional & Technical Institutes, Coaching Institutes, Training Institutes, Examination Boards, etc), FCRA entities (those who have received permission from Ministry of Home Affairs to receive Foreign Donation), Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches), Primary Agricultural Societies, CSR & Retirals (PF Trusts, Gratuity Trusts, Superannuation Trusts)
• Should have an eye for acquiring High Value relationships
• Should possess Negotiation Skills and requisite skill sets in making presentations to Senior Management for sealing Deals
• Create a rapport with the top management of all the clientele
• Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.

Educational Qualifications:

Should be a MBA/Graduate/Post Graduate