Kotak Mahindra Bank
Business Relationship Manager - SBE-Small Business Enterprise-Sales
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Manage small-business client relationships by providing working-capital and trade-finance solutions, acquiring new customers, cross-selling banking products, and growing portfolio profitability. Build relationships with CFOs and promoters, analyze client business models and cash flows, monitor competitors, maintain high service quality, resolve queries, and coordinate with branch and operating teams to deliver customized solutions.
• To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. • Work closely with Branch Banking teams for new customer addition. • To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. • To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. • Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships. • 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 Maintain high caliber client service. • Improve efficiency by monitoring & overseeing continuous improvement of processes constantly have a rapport with the operating units to customize and develop solutions
ResponsibilitiesUnderstand client businesses and provide appropriate working capital solutions across fund/non-fund based products.
Collaborate with branch banking teams for new customer acquisition.
Cross-sell products such as Current Accounts, Term Deposits, Transaction Banking, and Trade Finance to primary and group companies.
Build and maintain relationships with key client stakeholders (CFOs, promoters).
Increase book size and profitability of the assigned portfolio.
Analyze client business models, trade activities, and cash flows to identify growth opportunities.
Monitor competitive landscape and enhance Kotak’s brand presence in target segments.
Ensure high-quality client service and timely resolution of queries.
Drive process improvements and coordinate with operating units to develop customized solutions.
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Insurance • Payments • Financial Services
Manages small-business client relationships by assessing business needs, providing working capital and trade finance solutions, acquiring new customers, and cross-selling banking products. Builds relationships with CFOs and promoters, grows portfolio profitability, analyzes cash flows and trade activity, monitors competition, ensures high-quality service, and coordinates process improvements with branch and operating teams.
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