Solutions Manager-Affluent

Key Responsibilities

1. Business Development & Revenue Generation

- Drive CMS business across affluent and emerging customer segments.
- Support Relationship Managers (RMs) in acquiring recent clients and enhancing existing relationships.
- Achieve targets related to fee income, liabilities, and product penetration.
- Identify cross-sell and upsell opportunities within the existing client base

Client Solutioning & Engagement

- Understand customer requirements and provide end-to-end CMS solutions.
- Design customized solutions across:
- Collections
- Payments
- Liquidity Management
- Digital Banking Services

- Participate in customer meetings and presentations with RMs.
- Ensure smooth onboarding and implementation of solution

Product & Process Management

- Coordinate with Product, Operations, and Technology teams for execution.
- Ensure compliance with risk, regulatory, and internal guidelines.
- Promote digital adoption and automation solutions.




- Resolve client servicing issues within defined turnaround times

takeholder Management

- Work closely with:
- Branch Banking Teams
- Affluent/Business Banking Relationship Managers
- CMS & Product Teams
- Operations & Implementation Teams

- Act as the single point of contact for CMS-related solutioning.

Market Intelligence & Strategy

- Track industry trends and competitor offerings.
- Provide feedback for product enhancements.
- Identify emerging opportunities within affluent and SME segments.

Major KPIs

- CMS Revenue Growth
- Fee Income Achievement
- Client Acquisition & Activation
- Product Penetration Ratio
- Onboarding TAT
- Customer Satisfaction Score

Key Skills

- CMS / Transaction Banking knowledge
- Client engagement and solutioning
- Sales and revenue orientation
- Stakeholder management
- Analytical and problem-solving skills
- Understanding of banking regulations and compliance

📌 Solutions Manager-Affluent_BRANCH BANKING (Mumbai)
🏢 Kotak
📍 Mumbai