Jobs

Interviews
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home

Jobs

Home
>
Jobs in Surat
>
Kotak Life Insurance
>
Relationship Manager-Mid Market-Sales

Relationship Manager-Mid Market-Sales

Kotak Life Insurance

3 - 6 years

5 - 9 Lacs

Surat

Posted:3 days ago| Platform:

Apply

Skills Required

banking products sales relationship management acquisition corporate banking casa management skills relationship development cms forex marketing salary account trade wholesale portfolio wholesale banking asset new client acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position / Job Title (Proposed)
Mid Market - Relationship Manager
Designation Function Corporate Banking-Sales Segment Wholesale Bank Division Wholesale Bank Grade M4/M5/M6 Reporting To Senior Relationship Manager- Mid Markets Location Delhi/Mumbai/Gujarat/Bangalore/Chennai/Hyderabad
About the Company/Business Mid-Market business unit is part of Wholesale Banking. It provides tailored financial solutions to companies in the turnover range of Rs 500 to Rs 1500 crs.
2) Specification
What are the areas (in quantitative terms) the job has an impact on
RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions. Key Deliverables

Acquisition of NTB clients – Asset & Liability

Manage existing portfolio, and grow SOH and CASA book

Generate Fee Income & be responsible for account profitability and ensuring minimal delinquency

Revenue delivery across products, ensure compliance to bank’s audits, statutory and regulatory requirements,

Develop Relationships and liaise with product and operations teams to provide customers experience of high standards.

Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience

CA/ MBA in finance/Marketing

3-6 Years of relevant banking experience

Job Skills RM role in Mid Markets team is an acquisition intensive role. Focus is on New Client Acquisition, in addition to managing existing portfolio of clients. RM needs to be informed of key trends in identified markets and needs to leverage that knowledge when engaging with customers. Anticipate client needs and deliver quick, efficient solutions to ensure clients are happy Must have knowledge of various corporate banking products like Forex, Trade, CMS etc Superior Relationship management skills Analytical and financial skills Strong communication(Written and Oral) skills, Eye For detail

More Jobs at Kotak Life Insurance

Sales Manager Mega Drive 09-May-25

Chennai

2 - 7 yrs

INR 2 - 7 Lacs

Associate Recruitment And Development Manager

Bhopal, Indore, Chandigarh

2 - 4 yrs

INR 1 - 4 Lacs

Recruitment Development Manager_ Kotak Life Insurance.

Rajahmundry, Vijayawada, Belgaum

1 - 6 yrs

INR 2 - 5 Lacs

Managing Partner For Kotak Life insurance Mega Walkin 09-May-25

Chennai

2 - 7 yrs

INR 2 - 6 Lacs

Premier Acquisition Manager-RL SALES-Sales

Mysuru

1 - 6 yrs

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Banking Products Interview Now

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3198 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Relationship Manager-Mid Market-Sales