Live opening · Posted 11 days ago
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About the role
Description supplied by the original job listing.
As a Relationship Manager, you will play a crucial role in our Mid Market Sales team, focusing on developing and managing relationships with mid-sized businesses. Your primary goal is to understand client needs, offer tailored financial solutions, and drive business growth. You will be a trusted advisor, offering expert guidance and building long-lasting partnerships.
Bachelor's degree in Business, Finance, or a related field is preferred.
Minimum 3-5 years of experience in relationship management or sales, preferably in the banking or financial services industry.
Strong knowledge of banking products, services, and regulations, with the ability to offer tailored solutions.
Excellent communication and interpersonal skills, with a proven track record of building strong client relationships.
Ability to work independently, manage multiple tasks, and prioritize effectively.
Strong analytical skills, with the ability to interpret data and make informed business decisions.
Proficiency in Microsoft Office and other relevant software tools for sales and relationship management.
Willingness to travel for client meetings and industry events as required.
A self-motivated and results-driven approach, with a passion for sales and business development.
Ability to work collaboratively within a team environment and build positive working relationships.
Build and maintain strong relationships with mid-market clients, understanding their business needs and goals.
Offer tailored financial solutions, including banking, investment, and insurance products, to meet client requirements.
Proactively identify business opportunities and cross-sell/up-sell Kotak Mahindra Bank's products and services.
Ensure exceptional customer service, addressing client queries and concerns promptly and efficiently.
Stay updated on market trends, competitor offerings, and industry developments to provide valuable insights to clients.
Collaborate with internal teams to ensure smooth delivery of services and timely resolution of client issues.
Prepare and present reports on sales performance, client interactions, and market trends to senior management.
Attend industry events, conferences, and networking opportunities to represent the bank and expand the client base.
Maintain a high level of professionalism and ethical standards in all client interactions.
Achieve individual and team sales targets, contributing to the overall growth of the Mid Market Sales department.
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