Branch Banking Relationship Manager

Company Description Kotak Mahindra Group, established in 1985, is one of India’s leading financial services conglomerates and the first non-banking finance company in India to become a bank. Kotak Mahindra Bank offers a broad range of services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking. The Group has a strong financial foundation with a large consolidated balance sheet and net worth, and serves both individual and corporate customers. It operates through an extensive branch and franchise network across India, complemented by international offices in major global financial centers. Candidates can learn more about the organization and its regulatory information via the bank’s official website.
Role Description This is a full-time, on-site Branch Banking Relationship Manager role based in Kolkata. The role involves managing and growing a portfolio of branch banking customers by understanding their financial needs and offering appropriate banking products and services. Responsibilities include building long-term relationships, cross-selling financial solutions, and ensuring high standards of service and customer satisfaction. The Relationship Manager will track account performance, analyze customer profiles, and coordinate with internal teams to resolve queries and ensure smooth transactions. The role also requires adherence to regulatory and bank policies, achievement of sales and revenue targets, and active participation in branch-level business development activities.
Qualifications
Strong Business Relationship Management skills to build, maintain, and grow customer relationships.
Analytical Skills to assess customer needs, review portfolio performance, and interpret financial data.
Knowledge of Finance and Financial Services to recommend suitable banking and investment solutions.
Experience in Portfolio Management to oversee and optimize customer portfolios in line with risk and return objectives.
Excellent communication and interpersonal skills, with a customer-centric approach.
Proven ability to meet sales targets and work effectively in a branch banking environment.
Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or relevant professional certifications are an advantage.
Prior experience in retail banking or financial services relationship management is preferred.

Work arrangement
No