Role & responsibilities

- Needs to have a positive knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography
- To understand clients business & provide appropriate products like Business loans, OD facilty

- Has to work closely with DSAs/do Tele calling/Branch Banking teams for new customer addition.

- To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance
- To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.

- To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market

- Improve efficiency by monitoring accounts sourced,



do top ups on existing loans when possible

Preferred candidate profile

- Experience in Business Banking,SME Lending/ Commercial Banking.

- Strong knowledge of the local market and self-employed/business customer segment.

- Proven track record in sourcing Business Loans, OD/CC facilities & acquiring newcustomers.

- Experience in DSA management, branch coordination, and direct sales.

- Strong cross-selling skills for CASA, Insurance, and other banking products.

- Excellent relationship-building, communication, and negotiation skills.

📌 Walk-in || Relationship Manager - Business Loan (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai