Jobs at Kotak Mahindra Bank

Acquire retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generate leads, manage partner relationships, meet sales targets, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track application status, and resolve customer and partner queries.

Manages regional corporate employee sales across mapped branches by growing deposits, cross-selling mutual funds and insurance, generating fee income, ensuring compliance, improving service delivery, and leading branch productivity and profitability. Builds corporate client relationships, coordinates with internal teams, resolves customer issues, oversees branch administration, and drives customer satisfaction and retention.

Acquires retail loan customers through direct sourcing, referrals, cold calling, DSAs, and channel partners. Generates leads, manages partner relationships, ensures KYC documentation compliance, coordinates loan processing with internal teams, tracks applications, resolves customer queries, and achieves sales targets for home loans, loan-against-property products, and personal loans.

Acquire and manage high-net-worth individual customers for retail loan products and banking services. Drive revenue through cross-selling insurance, mutual funds, and other third-party products; grow the CASA portfolio; maintain client relationships; coordinate with credit, legal, operations, and product teams; ensure KYC compliance and documentation; support customers and channel partners; and generate new business from existing clients.

Leads Trade and Forex Sales by managing sales professionals, developing market expansion strategies, building client relationships, monitoring performance, identifying product opportunities, ensuring regulatory compliance, and representing the bank at industry and client events. The role requires strong trade and forex expertise, leadership, analytical ability, CRM proficiency, and business travel as needed.

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 business models and cash flows, monitor competitors, maintain service quality, resolve queries, and coordinate with branch and operating teams to deliver customized solutions.

Manage small-business banking relationships by providing working capital and non-fund-based solutions, acquiring customers with branch teams, cross-selling banking and trade-finance products, and growing portfolio profitability. Build relationships with CFOs and promoters, analyze business models and cash flows, identify opportunities, monitor competitors, strengthen brand presence, deliver high-quality service, and coordinate process improvements with operating units.

Acquire and manage high-net-worth customers for retail loan and banking products. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation. Provide end-to-end customer and channel-partner support while leveraging existing relationships to generate new business.

Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, ensure accurate documentation and KYC compliance, coordinate loan applications with credit, operations, legal, and technical teams, track application progress, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, loans against property, and personal loans.

Lead sales for tractors and farm equipment banking operations by growing deposits, driving cross-selling of mutual funds and insurance, generating fee income, and improving branch profitability. Oversee customer service standards, branch administration, compliance, team productivity, morale, P&L performance, and coordination with product, marketing, and customer service teams.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA accounts, cross-sell insurance and mutual funds, maintain HNI relationships, coordinate with internal teams and channel partners, ensure KYC compliance, and generate new business from existing customers.

Supports relationship managers with client documentation, onboarding, loan processing, renewals, disbursements, and issue resolution. Develops small-business client relationships, identifies working-capital and lending opportunities, cross-sells banking products, grows assigned portfolios, and coordinates with internal teams to ensure accurate and timely transaction processing. The role also involves sales outreach, client servicing, competitive awareness, and maintaining profitability and service quality.

Lead sales for tractors and farm equipment banking operations by growing deposits, driving cross-selling of mutual funds and insurance, generating fee income, maintaining customer service standards, ensuring regulatory compliance, managing branch teams, and owning branch profitability and P&L performance.

Leads a team of 5–7 direct sales team members, drives loan business through manufacturers, dealers, sub-dealers, and channel partners, develops direct and indirect sales teams, coordinates with credit and operations for smooth disbursement, and manages delinquent cases and pending documentation.

Acquire and manage high-net-worth customers for retail loan products and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term HNI relationships. Coordinate with credit, legal, operations, and product teams while ensuring KYC compliance and accurate documentation. Provide end-to-end customer and channel-partner support, resolve issues promptly, and leverage existing relationships to generate new business.

Leads branch sales and profitability by growing deposits, cross-selling financial products, generating fee income, maintaining customer service standards, ensuring compliance, and managing team performance, morale, administration, and operational excellence.

Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel-partner relationships, ensure KYC and documentation compliance, coordinate loan processing with credit, operations, legal, and technical teams, track application status, resolve customer queries, and achieve assigned sales targets for home loans, loan-against-property products, and personal loans.

Source and grow working capital loan business for Agri-related and MSME customers, including food processing and manufacturing sectors. Generate leads, convert prospects, manage disbursement pipelines, and maintain customer relationships. Build networks with financial consultants, CAs, DMAs, and bank branches while coordinating with credit, legal, operations, treasury, and trade finance teams. The role is 80% field-based and requires strong finance knowledge, negotiation, follow-up, documentation, and customer service skills.

Acquire and manage high-net-worth individual customers for retail loans and banking services. The role builds CASA deposits, cross-sells insurance and mutual funds, nurtures client relationships, coordinates with internal teams and channel partners, ensures KYC and documentation compliance, and provides end-to-end customer support while generating new business.

Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, market activities, and cold calling. Manage channel-partner relationships, ensure KYC and documentation compliance, coordinate loan processing with internal teams, track applications, resolve customer queries, and achieve monthly and quarterly sales targets for home loans, LAP, and personal loans.