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.
Valuable 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.
Valuable 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