About The Role 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.

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

Designation: Senior Managing Partner (Dist_Dep42 SMP) Years of experience: 3 to 6 Salary Range: INR to (Annual) 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 Field specialization: Degree: Academic score: Institution tier: Required Certification/s: Required Training/s: Required work experience Industry: Role: Years of experience: to Key Performance Indicators: Required Competencies: Required Knowledge: Required Skills: Required abilities Physical: Other: Work Environment Details: Specific requirements Travel: Vehicle: Work Permit: Other details Pay Rate: Contract Types: Time Constraints: Compliance Related: Union Affiliation:

About The Role Job description:- Validation of original property document. Maintain, tracking & hands off to vendor for storage. Analyze & publishing LAP Monitoring MIS"™s. P LMC MIS:- Region wise Annexure D. Original property document not received status Storage of OPD to vendor Less than 1% spread rate. CKYC status. Welcome kit status. CERSAI status OPD Query MIS & comparison Repayment tracking MIS ROC charge creation review. PDD Monitoring.

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JD as follows: Role: Working with the branch and sales channels to acquire new NR clients. Think through marketing plans and reward programs to get both the resident clients involved for reference and employees for closure. Get in touch with top end clients and own up targets for FX, CASA and TD. Identify clients which have the potential to increase balances/transactions and enhance transactions. Share the gap areas with area managers and RBM and help them take decisions in terms of enhanced focus to meet targets. Job Requirement: Understanding channel management and conflicts handling. Ability to collaborate with all the units involved in the customer service cycle to ensure customer delight. Connect the marketing campaigns with the actual status on ground. Detail orientation towards the new client engagement process. Understanding the client nuances and handover process to NR team. Be able to excite channels and run campaigns with them.

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

Role – Premier Relationship Manager – DM Sales (L3) Education and Experience - Graduation mandatory; 2-6yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability – At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

About The Role GradeM3/M4 RoleCustomer 360 Data Intelligence Brief about the role: Identification of micro opportunities at city level through data analysis and deep discussions with BMs/AMs/State heads. Horizontal approach cutting across product, distribution and proposition Suggest tactical measures to increase catchment efficiency of branches. The aim here is to increase throughput within the branches across various products (both assets and liability) Identifying synergies within various products and suggesting bundling opportunities relevant at city level This role will have a fair amount of visibility at senior management level and will give selected candidates an opportunity to understand strategic thought process of consumer bank Key skills required within potential candidates Good analytical and communication skills Good Excel and PPT skills Understanding of Kotak ecosystem and various teams

About The Role Kotak Mahindra Bank Job Role "¢Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter / Term Sheet issued by the business / credit team. "¢Stamp Duty as per Legal Stamp Duty Grid is adhered too. "¢Limits & Collateral Maintenance. "¢CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions. "¢Updating of PSL for CCOD product basis the PSL template received from business along with TS / SL. "¢Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk. "¢Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan / WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products. "¢Insertions (documents received post disbursement). "¢Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained). "¢Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved". "¢Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET / Register (in case of non-ET transactions, if any). "¢Handover of PDC / SPDC"™s to the Vendor on a weekly basis & receive acknowledgement. "¢Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions). "¢Confirmation to DMT for Release of property & verification of the property documents before releasing to customer / RM / customer service. "¢Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit "¢Qualification Graduate / Post-Graduate Job Requirement Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills Proficiency in MS-Office Diploma or Graduate in electrical engineering with minimum 3 years of work experience in Data center management/ operations

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

About The Role Key area of operations are managing disbursements of :-Grade M1 Personal / business loan Commercial vehicle loans Tractor finance. Commercial Vehical Loan Brief job descriptions :- Understanding on various Retail Asset Products (Consumer & Commercial PL, BL, OD, HF, LAP, CV, LCV, CE, TFE,) Preferably, experience in handling project workflows and exposure to retail assets. Good verbal and written communication skills Having 1 -2 yrs of experience in handling similar products. Should be hands on in excel operation with good typing speed. Should be able to follow bank"™s guidelines and be open to learning new processes and system. Should be an effective team member of RA-Ops to handle loan disbursement

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

Role:Location Managing Partner, Kotak Agency - Field Sales (L6/7) KRAs End-to-end ownership for MP & AP performance Owns the budgets for the location Has a self-goal sheet to Lead by Example and have adequate SOC Networks continuously to get good FT-APs from Market Ensure APs and LAs incomes in location exceed benchmarks Coach MPs and APs on management/sales skills and career growth Contact APs who are falling short of CMC criteria to re-activate them Works closely with the training team to organize regulatory and skill development programs Propagates the career option amongst the LAs in the branch Owns the Rookie AP induction and development program Arrange/attend outdoor promotional events and seminars on recruitment, awareness, customer events, HNI priority etc. Grow the representation of advisors and BA’s from his location on Conventions, MDRT, and R&R etc. Ensure the desired product mix of the Branch Deal with and escalate compliance issues Key Competencies Team Leadership Planning and Organizing Conceptual thinking Education and experience Candidateshould be a graduate, with sales experience of 6-8 years, preferably in lifeinsurance sector

About The Role Role: Handling personalized service requests of Privy customers. Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. Coordination with CPC/RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their resolution within TAT Job Requirement: Excellent written and oral communication skills Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite Good Knowledge of Microsoft Excel Understanding of banking norms and processes.

Role – Relationship Manager – DM Sales (L2) Education and Experience - Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability – At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

About The Role About The Role MIS Manager/Business Analyst Asset Reconstruction (ARD) -collect, clean and pre-process data from various sources -responsible for MIS including tracking of collection vis- -vis legal actions through various tools -create reports, dashboards and visualizations to communicate findings effectively -data analysis, translate numbers into useful information which can further be utilized for enhancing performance organisationally and individually. -work closely with cross-functional teams to identify trends, insights and opportunities to drive business growth. -present data driven recommendations to stake holders -use statistical tools and techniques to solve business problems -conduct predictive and prescriptive analysis to for-cast outcomes and guide strategies

About The Role Posting Description for Internal Candidates Enter Custom Internal Posting Description Short Description for Internal Candidates Description for Internal Candidates Job Role : Source merchantswho need POS/EDC terminals/Bharat QR (Merchant acquiring)in the local market Work with mapped branches and sales teams for lead generation and closure Meet customers, understands needs, negotiate on pricing, close AOFs Generate independent leads from references and close them proactively. Understanding of KYC, costing, pricing, subvention, etc Generate performance reports and identify gaps/opportunities and Drive topline revenue Retain clients by building relationship and growing portfolios Job Requirement : 2-4 years of experience in sales of POS business with a reputed bank or merchant acquirer Deep understanding of Merchant Acquiring business Proficient in MS Office (MS Word, Excel, Powerpoint) Understanding of acceptable KYC Written and verbal knowledge of English and the local language in the market Presentable and dynamic Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role Elite Relationship Manager KRAs Develops new and expands existing High Net worth Customer relationships for liabilities 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 Desired Candidate Profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. 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 levels with a motive to succeed Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience AgeUp-to 35 Years

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

Role – Relationship Manager – DM Sales (L2) Education and Experience - Graduation mandatory; 2-4 yrs. in Life Insurance sector will be preferred. Job Role - To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organization Convert leads and generate business through leads shared by the organization Visit potential customers for new business Grow existing accounts and develop new accounts in order to meet sales and profitability goals establish by the Direct-Sales Management Keep database current and accurate with target customer, current customer, and future customer Ensuring that business targets are met month on month Working on pre-fixed appointments Professional Strengths - Strong communication skills Stability – At least 1-2 years working with a same organization What's in it for you - High Earning potential through Incentives as well as BDAs (Business Development Allowance) Defined Career Growth path Fast track promotion on completion of Goal Sheet Regular Skill enhancement program

About The Role Role: Handling personalized service requests of Privy customers. Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. Coordination with CPC/RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their resolution within TAT Job Requirement: Excellent written and oral communication skills Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite Good Knowledge of Microsoft Excel Understanding of banking norms and processes.

Role - Relationship Manager, Wealth Channel - Field Sales (L4) Experience3-7yrs Job brief We are looking for a competitive Insurance Agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio. The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation. Responsibilities Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria Work with clients to deliver risk management strategies that fit their risk profiles Report the progress of monthly/quarterly initiatives to stakeholders Maintain bookkeeping systems, database and records Monitor insurance claims to ensure mutual satisfaction Achieve customer acquisition and revenue growth objectives Constantly update job knowledge and learn about new products and services Fulfill all policy requirements. Requirements and skills : Proven working experience as an Insurance Agent or relevant experience Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc) Basic computer knowledge and statistical analysis Proven ability to work with goals Demonstrated ability to communicate, present, influence and sell effectively Experience in delivering client-focused solutions and in creating long-lasting relationships Graduate Proven working experience as an Insurance Agent or relevant experience Familiarity with all types of insurance plans (automobile, fire, life, property, medical etc) Demonstrated ability to communicate, present, influence and sell effectively Experience in delivering client-focused solutions and in creating long-lasting relationships.

About The Role Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The "˜Loan Against Property (LAP)"™ Business vertical is the part of "˜Secured Assets"™ division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Job Role: Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation