Description

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 their financial needs, offering tailored solutions, and providing exceptional service. You will be part of a dynamic team, working closely with various departments to deliver an integrated banking experience.

Responsibilities

- Build and maintain a solid network of mid-market clients, including SMEs and corporate entities.
- Identify and target potential clients through market research and lead generation activities.
- Conduct in-depth financial analysis and provide tailored banking solutions to meet client requirements.
- Develop and present proposals, offering a range of banking products and services to clients.
- Negotiate and close deals, ensuring a win-win outcome for both the bank and the client.
- Maintain regular communication with clients, providing updates and addressing their queries.
- Collaborate with internal teams to ensure seamless delivery of services and timely resolution of client issues.




- Stay updated with industry trends and market dynamics to offer relevant and competitive solutions.
- Achieve individual and team sales targets, contributing to the overall growth of the bank's mid-market portfolio.

Qualifications

- 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 industry.
- Strong knowledge of banking products and services, especially those relevant to the mid-market segment.
- 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 client satisfaction.
- Analytical mindset with the ability to interpret financial data and make informed recommendations.
- Proficiency in using CRM systems and other sales-related software.
- Ability to work independently and manage a diverse portfolio of clients.
- Strong organizational skills and attention to detail.
- Willingness to travel for client meetings and business development activities.

📌 Relationship Manager-Mid Market-Sales (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai