Relationship Manager - Banking Solutions-Kotak Private Banking-Banking Solution
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Background:
The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for business banking opportunities.
Given that SME is a major thrust area for Wealth and that the primary drivers in this segment are around business banking, we have started to hire Relationship Managers (Sales) within the Banking Solutions vertical. The mandate to this team is to increase the penetration of the Wealth division in the SME segment by acquiring and managing these relationships with focus on their business banking needs.
Acquisitions
Acquisition of Emerging Corporate Profile customers
Originate NTB prospects through direct sourcing and open market channels
To sell Banking products (Treasury - FX, Asset based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)
Collaborate with captive channels like branch banking, privy etc. for lead origination.
Build rapport with key decision makers (promoters, CFOs etc.)
Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action
Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service
Closely work with credit team for managing client expectation and effective risk management
Referral generation from existing portfolio
Monitoring portfolio performance
Deepening of existing relationship
To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries
To have an understanding of industry segments/clusters for reaching out to targeted corporate customers
To be constantly abreast of general economic and market indicators
Job Requirements
Overall 12-18 years of Banking experience
Excellent written and oral communication skills
Good understanding of Current Accounts & Business Banking & related products such as trade, CMS, credit, forex would be an added advantage
Sales orientation is a must
High energy and drive
Self-motivated with a passion to achieve
MBA / Graduate
Applicattion
If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to gaurav.yadav@kotak.com
Please mention the following in the subject line as ‘ ”Position Name” –“ Your Name” – “ Your Current Business Group ”
The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now, the team comprises of RMs (Product) who work closely with the Wealth relationship team and deep-mine their customer base for business banking opportunities.
Given that SME is a major thrust area for Wealth and that the primary drivers in this segment are around business banking, we have started to hire Relationship Managers (Sales) within the Banking Solutions vertical. The mandate to this team is to increase the penetration of the Wealth division in the SME segment by acquiring and managing these relationships with focus on their business banking needs.
Acquisitions
Acquisition of Emerging Corporate Profile customers
Originate NTB prospects through direct sourcing and open market channels
To sell Banking products (Treasury - FX, Asset based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)
Collaborate with captive channels like branch banking, privy etc. for lead origination.
Build rapport with key decision makers (promoters, CFOs etc.)
Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action
Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service
Closely work with credit team for managing client expectation and effective risk management
Referral generation from existing portfolio
Monitoring portfolio performance
Deepening of existing relationship
To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries
To have an understanding of industry segments/clusters for reaching out to targeted corporate customers
To be constantly abreast of general economic and market indicators
Job Requirements
Overall 12-18 years of Banking experience
Excellent written and oral communication skills
Good understanding of Current Accounts & Business Banking & related products such as trade, CMS, credit, forex would be an added advantage
Sales orientation is a must
High energy and drive
Self-motivated with a passion to achieve
MBA / Graduate
Applicattion
If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail to gaurav.yadav@kotak.com
Please mention the following in the subject line as ‘ ”Position Name” –“ Your Name” – “ Your Current Business Group ”
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