Description

Job Description

Position Title

Solution Manager – Affluent (CMS / Enterprise Business Solutions

Key Responsibilities

1. Business Development & Revenue Generation

- Drive CMS business across affluent and emerging client segments
- Support Relationship Managers (RMs) in acquiring and deepening client relationships
- Achieve targets across fee income, liabilities, and CMS product penetration
- Identify cross-sell opportunities within the existing client base

2. Client Solutioning & Engagement

- Understand client requirements and provide end-to-end CMS solutions
- Design customised offerings across collections, payments, liquidity, and digital banking
- Participate in client meetings and presentations along with RMs
- Ensure smooth onboarding and implementation of CMS mandates

3. Product & Process Management

- Coordinate with product, operations, and technology teams for execution
- Ensure adherence to internal compliance, risk, and regulatory guidelines
- Promote digital adoption and automation solutions for clients
- Address and resolve client service issues within defined TAT

4. Stakeholder Management

- Work closely with:
- Branch Banking teams
- Relationship Managers (Affluent / Business Banking)
- CMS / Product teams




- Operations & Implementation teams

- Act as a single point of contact for CMS-related solutioning

5. Market Intelligence & Strategy

- Track industry trends and competitor offerings in CMS space
- Provide feedback for product enhancements and current solutions
- Identify emerging opportunities in affluent and SME segments

Eligibility Criteria

Education

- MBA / Postgraduate in Finance, Marketing, or related field

Experience

- 3 to 10 years of relevant experience in:
- Cash Management Services (CMS)
- Transaction Banking
- Corporate / Business Banking
- Client solutioning roles

Key Skills & Competencies

- Strong knowledge of CMS / Transaction Banking products
- Client engagement and solutioning ability
- Sales orientation and revenue focus
- Stakeholder management skills
- Analytical and problem-solving capability
- Understanding of banking regulations and compliance

Key Performance Indicators (KPIs)

- CMS revenue and fee income growth
- Client acquisition and activation
- Product penetration ratios
- Turnaround time for onboarding and implementation

Customer satisfaction and service quality

📌 Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS (Ahmedabad)
🏢 Kotak Mahindra Bank
📍 Ahmedabad