Relationship Manager-Mid Market-Sales

As a Relationship Manager, you will play a crucial role in developing and managing relationships with mid-market clients. Your primary focus will be on understanding client needs, offering tailored financial solutions, and ensuring a high level of customer satisfaction. You will be a key driver of sales and revenue growth for the bank, working closely with clients to achieve their financial goals.
Bachelor's degree in Business, Finance, or a related field.
Minimum 3-5 years of experience in relationship management or sales, preferably in the banking or financial services industry.
Strong knowledge of financial products and services, including loans, deposits, investments, and insurance.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Proven track record of achieving sales targets and maintaining a high level of customer satisfaction.
Ability to work independently and manage a diverse portfolio of clients.
Proficiency in using CRM systems and other sales-related software.
Strong analytical skills to interpret data and make informed business decisions.
Willingness to stay updated on industry regulations and compliance requirements.
A self-starter with a proactive approach to business development.
Build and maintain strong relationships with mid-market clients, including business owners and key decision-makers.
Understand client needs and offer tailored financial products and services to meet their requirements.
Cross-sell and up-sell Kotak Mahindra Bank's products and services to existing clients.
Identify new business opportunities and prospect for potential clients.
Prepare and present proposals, financial plans, and recommendations to clients.
Stay updated on market trends, industry developments, and competitor activities.
Collaborate with internal teams to ensure smooth delivery of services and timely resolution of client queries.
Maintain accurate records of client interactions, transactions, and sales activities.
Achieve individual and team sales targets, contributing to the overall growth of the bank.
Represent Kotak Mahindra Bank professionally at industry events and client meetings.

Work arrangement
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