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 prospects 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 - Robust 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 (India)
🏢 Kotak Mahindra Bank
📍 India