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2.0 - 6.0 years

2 - 5 Lacs

Vadodara

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About The Role Position / Job Title (Proposed) CCG - Relationship Manager Designation Associate Vice President/ Deputy Vice President Function Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M5/M6 Reporting To Regional Manager- CCG Location Mumbai About the Company/Business CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates. 2) Specification What are the areas (in quantitative terms) the job has an impact on? RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations. Key Deliverables Client Relationship Management Generate Fee Income on products like FX, KMIL, DCM and FD Responsible for account profitability and ensuring minimal delinquency Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate/CA/ MBA in finance/Marketing Minimum 8 Years of relevant banking experience Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of ethics when dealing Understands the importance of and the principles of credit appraisal/risk

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2.0 - 6.0 years

2 - 4 Lacs

Bengaluru

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About The Role Posting Description for Internal Candidates CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates Job Role: "¢ To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This ski Description for Internal Candidates Job Role: "¢ To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. "¢ This skill will also do sales with assigned customer based mapped to them. "¢ Measure of outcomes NPS, Service Level, Service Quality and Sales. "¢ Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. "¢ Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. "¢ Complete the logs specified by the process (End-of-day target). "¢ Adherence to Information Security norms & quality process norms. "¢ To be aware of and comply with any updates about the process. "¢ Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: "¢ Should be a least graduate. "¢ No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. "¢ Should not have employment gap for more than a month. "¢ Should have at least completed a year in current org. "¢ Better soft skills conversational skills and English versant scores 7+. "¢ Flexible to work on rotational week offs. Same Posting Description for Internal and External Candidates

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5.0 - 8.0 years

3 - 4 Lacs

Mumbai, Nellore

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Designation Branch Managing Partner - Kotak Agency - Field Sales, (L6) Experience5-8 yrs Position description Recruitment Parameters -Increasing Distribution through Coding of new Partners & increasing LA base -Pragati Promotion -SAP / CAP Creation -Partner Promotion -Handhold & Coach Distribution for Recruitment -Minimum Distribution Criteria of 8:80 Business Parameters -Meet the budgeted business numbers -Maintain minimum Persistency of 85% -Coach & Train Agency to work Independently & Digitally -Meet the CLA numbers -Initiatives to improve Partner Income -Periodic meeting of Partners & Las -Support Agency with all relevant report & MIS Primary Responsibilities External Relations Internal Relations Educational qualifications preferred Category Bachelor's Degree

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1.0 - 5.0 years

2 - 6 Lacs

Gurugram

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About The Role Job Responsibilities: Should have experience in Mortgage Loan, Loan against property Generating business from DSAs. Monitoring pre and post disbursal documents / formalities. Monitoring & resolving Infant delinquent cases Building relationship with current and prospective Customers Providing off roll incentive inputs for timely processing Meeting HNI customers for Business Loans Generating corporate leads and closing them Achieve the branch/location target through the team which includes branch sales target, ALR ,controlling PDD/delinquency Job Requirements: Comfortable with using MS Word and MS Excel Good Communication and interpersonal skills Demonstrable team management skills Ability to collaborate, delegate and motivate Educational Qualifications: Should be graduate and above Work Experience: Minimum work experience of 3 years Exposure in similar industry would be preferable Exposure to secured lending asset products viz. Home Finance/Personal Loan/Educational Loan etc can be considered

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2.0 - 3.0 years

6 - 9 Lacs

Jalna

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About The Role Job Role: Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: ualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 2-3 years of experience in sales management Excellent written and oral communication skills Passion to achieve and grow with the Organization. Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities

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1.0 - 5.0 years

1 - 5 Lacs

Jaipur

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About The Role Trade Relationship Manager Job Role: Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business / Income targets To have full knowledge of competitor"™s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"™s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors. Job Requirement: Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product / geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

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1.0 - 4.0 years

3 - 6 Lacs

Ahmedabad

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About The Role Relationship Manager - Alternate Business - KPTR-Sales Sales Manager for top up Vehicle Equity loans to existing clients of Kotak Prime Car loans.

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1.0 - 5.0 years

2 - 3 Lacs

Mumbai

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About The Role Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Fresher"™s can apply

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2.0 - 3.0 years

2 - 6 Lacs

Gurugram

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About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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2.0 - 6.0 years

2 - 5 Lacs

Nellore

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About The Role Position / Job Title (Proposed) CCG - Relationship Manager Designation Associate Vice President/ Deputy Vice President Function Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M5/M6 Reporting To Regional Manager- CCG Location Mumbai About the Company/Business CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates. 2) Specification What are the areas (in quantitative terms) the job has an impact on? RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations. Key Deliverables Client Relationship Management Generate Fee Income on products like FX, KMIL, DCM and FD Responsible for account profitability and ensuring minimal delinquency Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate/CA/ MBA in finance/Marketing Minimum 8 Years of relevant banking experience Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of ethics when dealing Understands the importance of and the principles of credit appraisal/risk

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4.0 - 6.0 years

13 - 16 Lacs

Kolhapur

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Designation Chie f Managing Partner (Dist_Dep42 CMP) Position description Recruitment Parameters -Increasing Distribution through Coding of new Partners & increasing LA base -Pragati Promotion -SAP / CAP Creation -Partner Promotion -Handhold & Coach Distribution for Recruitment -Minimum Distribution Criteria of 8:80 Business Parameters -Meet the budgeted business numbers -Maintain minimum Persistency of 85% -Coach & Train Agency to work Independently & Digitally -Meet the CLA numbers -Initiatives to improve Partner Income -Periodic meeting of Partners & Las -Support Agency with all relevant report & MIS Primary Responsibilities External Relations Internal Relations Educational qualifications preferred Category Bachelor's Degree

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6.0 - 10.0 years

25 - 30 Lacs

Nagpur

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Role - Assistant Vice President, Business Impact Group, BIG - Tied (L6) Education and Experience - Graduate, with 6-10 years of training experience Job Responsibilities - a) To manage training and development objectives of mapped employees and cluster. b) To ensure optimal training coverage to realized desired sales and product mix objectives. c) To plan training calendar and ensure execution as per plan and training needs and agreed agenda for month.

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1.0 - 5.0 years

3 - 7 Lacs

Latur

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About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

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3.0 - 8.0 years

6 - 11 Lacs

Jaipur

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About The Role This is an Internal document. Role This position will manage a team of 6 to 8 Privy RMs Hire, train, monitor and ensure KRA / SOP delivery of Privy Relationship Managers Responsible to drive business through key products of CASA, Trade & Fx, Assets and Insurance Role: This position will manage a team of 6 to 8 Privy RMs Hire, train, monitor and ensure KRA / SOP delivery of Privy Relationship Managers Responsible to drive business through key products of CASA, Trade & Fx, Assets and Insurance Deliver on portfolio health parameters like grouping, activation etc to maintain a high quality HNI book. Focus on acquisition to organically increase base of book Focus on service delivery to ensure a seamless customer experience Job Requirement: 6 8 years of work experience for MBAs and 8- 10 years for Non MBAs. Experience in handling large teams. Should possess knowledge across Banking, Trade & Fx, Asset products and Insurance Desired personality traitsHigh energy levels, Strong Sales Orientation, Driven by numbers, Good People Management skills

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5.0 - 7.0 years

6 - 10 Lacs

Surat

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About The Role Job Role: Managing and supporting effective deployment of the team of sales professionals with respect to the geographical area, exploring new markets and allocating resources to most profitable opportunities, effectively engage Operations & Risk teams to understand and contribute to the overall processes & profitability across locations. Getting new key dealers to expand dealer base and manage dealer relationship. Maintain the productivity at required level. Ensure the customer satisfaction. Ensure TAT times on approved and disbursed applications and dealer payments. Meeting with RSM /ASM & set target monthly/weekly for RM, DST Prepare monthly working plan for sales teams , review weekly, monthly plan for RM by visiting respective location Work towards building team relations and bringing in new initiatives to increase productivity. Creates opportunities and utilizes all available organizational forums to state and reinforce the organizational vision Job Requirements: Qualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 5-7 years of experience in sales management Prefer to have good understanding of CD Business Should be able to drive and work with a Team reporting Should be a Team player, Relationship person and should be ready to travel widely Must have on-rolls team handling experience (Need to have supervisory role experience)

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1.0 - 4.0 years

3 - 6 Lacs

Hyderabad

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About The Role Relationship Manager - Alternate Business - KPTR-Sales Sales Manager for top up Vehicle Equity loans to existing clients of Kotak Prime Car loans.

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1.0 - 5.0 years

1 - 5 Lacs

Jodhpur

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About The Role Trade Relationship Manager Job Role: Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business / Income targets To have full knowledge of competitor"™s activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per bank"™s policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors. Job Requirement: Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product / geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

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3.0 - 8.0 years

2 - 4 Lacs

Rajkot

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About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

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1.0 - 6.0 years

6 - 11 Lacs

Chennai

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About The Role Area Sales Manager - Business Loans-Business Loans-Sales To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

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2.0 - 7.0 years

5 - 9 Lacs

Ahmedabad

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About The Role Technical Manager JD : Valuation of Real Estate Scenario:- Handling various key segments in terms of Valuation of different properties with specific turnaround time. Quality Measurement: - Established good quality standards for developing the business and created a good learning environment for team to ensure good quality of work and as per the policy norms. Business Development: - Identified and developed new builder relationships for revenue growth and also maintained relationships with the old builders to achieve repetitive business. Have also gained some experience related to Sales, Credit, Compliances and Operations stream. Prepared Job Safety Analysis for site Checking beam details, steel work and levels of shuttering. Prepared Bar Bending Schedules for columns and beams. Site visit and data collection. Conducted various load tests on pile. Visited and observed the working of cement plant at Kymore. Studied the basics of construction at site. Examined various safety parameters at plant.

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1.0 - 5.0 years

2 - 4 Lacs

Mumbai

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About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

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3.0 - 8.0 years

4 - 7 Lacs

Kochi

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Role – Manager – SIB Sales (L3) Education andExperience- Graduation mandatory 3 - 9yrs. in Life Insurance sector, Bancassurance experience will be preferred. Job Role - Handling more than 1 bank branch Building Relationships with ROs and RMs in bank Handling the walk in customers as well as the old customers of the bank Professional Strengths - Strong communication skills (English and regional language) Stability – At least 1-2 years working with a same organization

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1.0 - 6.0 years

2 - 3 Lacs

Pune

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About The Role JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

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4.0 - 9.0 years

6 - 11 Lacs

Gurugram

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About The Role Role: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts Job Requirement: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/ Post Graduate4 plus years of experience AMFI / IRDA

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1.0 - 5.0 years

3 - 7 Lacs

Tirunelveli

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About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

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