Position / Job Title (Proposed)

Senior Relationship Manager and Team Leader Designation

VP (M7) Function

Corporate Banking-Sales Segment Wholesale Bank Division CCG Grade M7 Reporting To National Head Location Mumbai About the Company/Business CCG business unit is part of Wholesale Banking Group. This group provide tailored financial solutions to conglomerates and very large corporates.

The group is one of the fastest growing divisions in Wholesales Bank for last 5 years and covers the leading clients in India for all of their banking needs.

2) Specification

What are the areas (in quantitative terms) the job has an impact on?

The position is of SRM and Team leaders. SRM is responsible to structure and propose new products to existing clients and get new clients from these conglomerate groups.

SRM will be responsible for P&L; and Balance sheet and will supervise and groom the Relationship Managers.

This is team handling role.

Key Deliverables

- Relationship Manager for Very Large corporates along with Relationship Managers
- Relationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc.
- Deeper penetration of groups across banking products including cross sell of Salary, Privy etc.
- Develop deeper understanding of business, making detailed account plan, group presentations & wallet etc.



Target all group companies in the group across locations. Increase penetration & wallet share
- Able to network internally (Credit, Legal & operations) & also externally with customers & structuring solutions
- To develop relationships with Key persons in the groups, acquire recent customers & build client confidence
- To be solution oriented, proactive in approach & alert in spotting opportunities
- Grooming of RMs to prepare them for future growth.

Relationships External clients – CFO/ Treasury Heads

Internal clients- BIU, Product, RMs, Leadership Team, Credit Committee

Qualification and Experience

- Graduate/CA / MBA in finance/Marketing
- 12-14 Years of relevant banking experience
- Team leading experience of 4-6 years
- good understanding of financial products, Credit & industries
- Should have handled corporate clients for last few years.

Job Skills Anticipating market trends pertinent to the target customer group allocated Maintains a culture of integrity at the workplace by making decisions that abide by the highest moral ethics

Up to date with legal and banking regulations and policies to suggest corrective measures for self and team

Creates a culture that supports RMs to make informed business decisions regarding credit risk

📌 Senior Relationship Manager_Conglomerates and Corporate Groups _HRR (Mumbai)
🏢 Kotak
📍 Mumbai