Solution Manager - Affluent Client Segment (Cash Management Services)

Kotak Securities Limited; Ahmedabad District; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Kotak Securities Limited is seeking a Solutions Manager - Affluent for CMS / Enterprise Business Solutions. You will collaborate with RMs to design and implement CMS solutions for affluent and SME clients, drive revenue, and ensure smooth onboarding.

The role requires MBA or equivalent, 3–10 years in CMS/Transaction Banking, deep product knowledge, client engagement, and strong regulatory awareness.

Qualifications

• MBA or postgraduate degree in finance, marketing, or related field.
• 3–10 years of CMS/Transaction Banking experience in corporate banking.
• Experience in client solutioning and financial services sales.

Responsibilities

• Drive CMS revenue and client acquisition in affluent and SME segments.
• Provide end-to-end CMS solutions in collaboration with RMs.
• Coordinate with product, operations, and technology for execution.
• Ensure compliance with internal and regulatory guidelines.
• Act as single point of contact for CMS-related solutioning.

Skills

CMS / Transaction Banking knowledge

Client engagement

Sales orientation

Stakeholder management

Analytical thinking

Regulatory understanding

Education

MBA / Postgraduate in Finance or Marketing

Job description

Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS Job Description Position Title

Solution Manager – Affluent (CMS / Enterprise Business Solutions

Key Responsibilities

• Business Development &Revenue Generation Drive CMS business across affluent and emerging client segments Support Relationship Managers (RMs) in acquiring and deepening client relationships Achieve targets across fee income, liabilities, and CMS product penetration Identify cross-sell opportunities within the existing client base
• Client Solutioning & Engagement Understand client requirements and provide end-to-end CMS solutions Design customised offerings across collections, payments, liquidity, and digital banking Participate in client meetings and presentations along with RMs Ensure smooth onboarding and implementation of CMS mandates
• Product & Process Management Coordinate with product, operations, and technology teams for execution Ensure adherence to internal compliance, risk, and regulatory guidelines Promote digital adoption and automation solutions for clients Address and resolve client service issues within defined TAT
• Stakeholder Management Work closely with: Branch Banking teams Relationship Managers (Affluent / Business Banking) CMS / Product teams Operations & Implementation teams Act as a single point of contact for CMS-related solutioning
• Market Intelligence & Strategy Track industry trends and competitor offerings in CMS space Provide feedback for product enhancements and new solutions Identify emerging opportunities in affluent and SME segments

Eligibility Criteria

• Education MBA / Postgraduate in Finance, Marketing, or related field
• Experience 3 to 10 years of relevant experience in: Cash Management Services (CMS) Transaction Banking Corporate / Business Banking Client solutioning roles

Key Skills & Competencies

• Strong knowledge of CMS / Transaction Banking products
• Client engagement and solutioning ability
• Sales orientation and revenue focus
• Stakeholder management skills
• Analytical and problem-solving capability
• Understanding of banking regulations and compliance

Key Performance Indicators (KPIs)

• CMS revenue and fee income growth
• Client acquisition and activation
• Product penetration ratios
• Turnaround time for onboarding and implementation
• Customer satisfaction and service quality