Description
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 recent 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 workplace, strong sales and relationship management skills.
Positive 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 & Institutional Business Relationship Manager Bengaluru
🏢 Kotak Mahindra Bank
📍 Bengaluru