Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS 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 Client Segment (Cash Management Services) (Ahmedabad)
🏢 Kotak Mahindra Bank
📍 Ahmedabad