Solution Manager – Affluent (CMS / Enterprise Business Solutions
Key Responsibilities
- 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
- 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
- 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
- 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
- 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 manag
📌 Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai
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