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 recent 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 (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai