Relationship Manager - TASC & Institutional Business

Kotak Mahindra Bank; Vadodara; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Relationship Manager for the TASC & Institutional Business within Retail Liabilities. The role focuses on acquiring and managing high-value relationships with Not-for-Profit entities, associations, educational bodies, and other institutions.

The ideal candidate holds an MBA or equivalent degree and possesses strong negotiation and presentation skills to engage senior management across diverse organizations.

Qualifications

• MBA/Graduate/Post Graduate is required.
• Strong communication, negotiation and relationship-building skills.
• Experience in engaging with not-for-profit and institutional clients preferred.

Responsibilities

• Acquire high-value relationships with Not-for-Profit entities and institutions.
• Present and negotiate to senior management to close deals.
• Build rapport with top management of client organizations and maintain ongoing relationships.
• Communicate effectively across levels inside and outside client organizations, using strong sales and RM skills.
• Engage Education, FCRA entities, Hospitals, NGOs and Associations as part of the TASC & Institutional business scope.

Skills

Negotiation

Presentation skills

Communication

Relationship management

Education

MBA/Graduate/Post Graduate

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