Position / Job Title (Proposed)

CCG - Relationship Manager

Designation

Chief Manager/Associate Vice President

Function

Corporate Banking-Sales

Segment

Wholesale Bank

Division

Wholesale Bank

Grade

M5/M6

Reporting To

Regional Manager- CCG

Location

Delhi / Mumbai /Bangalore

About the Company/Business

CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates.

2) Specification

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

RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations.

Key Deliverables

- Client Relationship Management
- Generate Fee Income on products like FX, KMIL,



DCM and FD
Responsible for account profitability and ensuring minimal delinquency

Relationships

External clients

Internal clients- BIU, Product, RMs, Leadership Team

Qualification and Experience

- Graduate/CA/ MBA in finance/Marketing
- Minimum 8 Years of relevant banking experience

Job Skills

Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers

Anticipates and analyses client needs and expectations

Understands the importance of ethics when dealing

Understands the importance of and the principles of credit appraisal/risk

📌 Relationship Manager_Conglomerates and Corporate Groups_0434_1314_1057743_HRR (Mumbai)
🏢 Kotak Securities
📍 Mumbai