* The prime responsibility is to manager a team of SRM/RM of the state and
ensure they interact & liaison with Finance Heads/ Accounts Officers/ Key
Decision Makers in various Institutions like Trusts, Societies, Educational
bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/
Charitable Organizations, Corporate/PSUs retirlas, NGOs, etc. to source
business & offer customized financial solutions for their needs.
* To ensure growth of own & regional CASA & TD portfolio of clients by
cross-selling products & services like CMS, Trade/FX, Loans, Fees Collection,
Digital banking solutions, etc.
* Liaising with RL branches, to source current business (other than own sourcing)
and also provide customized product/sales support to branches involved in
generation of leads.

* Good communication and presentation skills, negotiation skills with ability




to interact with people at various levels of the organization and outside
environment, strong sales and relationship management skills.
* Good knowledge for deal structuring and knowledge of various products/
services including Cash Management, Trade/FX and General Banking Products,
Processes and Operations would be an added advantage.
* Interpersonal effectiveness and influencing skills - Ability to speak with
conviction using data and logic.
* Analytical - Ability to break the complex issues into smaller more manageable
chunks, ability to look at trends and interrelationships, ability to
understand the underlying needs of the clients.
* Process orientation- Ability to manage information in structured and
systematic manner.

📌 Cluster Manager-Retail Institutions-TASC (Bengaluru)
🏢 Kotak
📍 Bengaluru