The Relationship Manager - Consultancy & Capital Markets will be responsible for acquiring and managing relationships with consulting firms, stock brokers, and capital market participants. The role involves driving business growth across liabilities, assets, and fee income products while collaborating with internal stakeholders for credit and risk management. The incumbent will focus on portfolio expansion, client engagement, and cross-selling Kotak Group solutions to deliver sustainable revenue growth

Responsibilities

- Manage relationships with large consulting firms, capital market participants, and stock broking clients within the Corporate Banking segment.
- Drive new client acquisition and onboarding while strengthening existing client relationships.
- Analyze financial statements, assess client requirements, and coordinate with Risk teams for credit proposal preparation and approvals.
- Develop a sound understanding of capital markets, working capital solutions, and transaction banking products to provide holistic banking solutions.




- Drive cross-sell opportunities across CASA, Trade & Forex, Custody, Wealth, Salary Proposition, and other Kotak Group products.
- Achieve business growth through portfolio expansion, revenue enhancement, and client engagement.

Qualifications

- MBA (Finance/Marketing), CA, or CFA from a reputed institution.
- 8-10 years of experience in Corporate Banking, Transaction Banking, Working Capital, or Relationship Management roles.
- Proven experience in managing and acquiring mid to large corporate relationships, preferably within the consulting, broking, or capital markets ecosystem.
- Robust understanding of corporate credit, financial statement analysis, and banking products.
- Demonstrated ability to influence stakeholders and build long-term client relationships.
- Excellent communication, presentation, and negotiation skills.
- Strong analytical, relationship management, and business development capabilities

📌 Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales (Mumbai)
🏢 Kotak
📍 Mumbai