Senior Relationship Manager

Kotak Mahindra Bank Limited; Dehradun; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Senior Relationship Manager for Retail Institutions in the TASC & Institutional Business regional sales channel. The role focuses on acquiring high‑value entities such as trusts, societies, educational bodies, NGOs and associations, and building sustained relationships through strong negotiation and presentation skills.

The incumbent will engage top management, drive acquisition and cross-sell opportunities within education sectors and Not-for-Profit entities,

Qualifications

• MBA/Graduate/Post Graduate with 1-3 years of similar profile.
• Experience in relationship management and sales preferred.
• Exposure to Not for Profit/Trusts/CSOs or similar entities is a plus.

Responsibilities

• Acquire high value relationships for TASC & Institutional Business across education, CSR, NGOs, associations and related entities.
• Engage with Trusts, Societies, educational bodies, NGOs, associations and government-related bodies to expand client base.
• Negotiate terms and present proposals to senior management to seal deals.
• Build rapport with top management across client organizations and maintain ongoing relationship health.
• Demonstrate strong communication & presentation skills in client interactions at various levels.

Skills

High value relationship acquisition

Negotiation skills

Presentations to senior management

Strong sales & relationship management

Communication & presentation

Education

MBA/Graduate/Post Graduate

Job description

Senior Relationship Manager – Retail Institutions – TASC & Institutional Business – Regional sales

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.
• 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 having 1-3 years of similar profile

Experience Level Senior Level