Relationship Manager - Trusts, Associations & Institutional Business

Kotak Mahindra Bank Limited; Jalandhar; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank Limited seeks a Relationship Manager for TASC & Institutional Business within our Retail Liabilities division. The role focuses on trusts, societies, educational bodies, associations, and other non-profit entities.

You will work on acquiring high-value relationships, negotiating deals, and presenting to senior management to close engagements, building rapport with top client leadership and stakeholders.

Qualifications

• Eye for acquiring high-value relationships.
• Ability to present to senior management to seal deals.
• Strong communication and stakeholder engagement across levels.

Responsibilities

• Acquire high-value relationships with target client segments.
• Present to Senior Management to seal deals with key clients.
• Create rapport with top management of all clientele.
• Communicate and negotiate with individuals at various levels of the organization.

Skills

Negotiation skills

Presentation skills

Communication skills

Sales & relationship management

Education

MBA/Graduate/Post Graduate

Job description

Relationship Manager 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

Experience Level

Mid Level