- Manage relationships with large consulting firms, capital market participants, and stock broking clients within the Corporate Banking segment.
- Drive new client acquisition and onboarding while strengthening existing client relationships.
- Analyze financial statements, assess client requirements, and coordinate with Risk teams for credit proposal preparation and approvals.
- Develop a sound understanding of capital markets, working capital solutions, and transaction banking products to provide holistic banking solutions.
- Drive cross-sell opportunities across CASA, Trade & Forex, Custody, Wealth, Salary Proposition, and other Kotak Group products.
- Achieve business growth through portfolio expansion, revenue enhancement, and client engagement.
- MBA (Finance/Marketing), CA, or CFA from a reputed institution.
- 8-10 years of experience in Corporate Banking, Transaction Banking, Working Capital, or Relationship Management roles.
- Proven experience in managing and acquiring mid to large corporate relationships, preferably within the consulting, broking, or capital markets ecosystem.
- Strong understanding of corporate credit, financial statement analysis, and banking products.
- Demonstrated ability to influence stakeholders and build long-term client relationships.
- Excellent communication, presentation, and negotiation skills.
- Strong analytical, relationship management, and business development capabilities
Skills Required
- MBA in Finance or Marketing, CA, or CFA from a reputed institution
- 8-10 years of experience in Corporate Banking, Transaction Banking, Working Capital, or Relationship Management
- Experience managing and acquiring mid to large corporate relationships
- Experience within the consulting, broking, or capital markets ecosystem
- Strong understanding of corporate credit, financial statement analysis, and banking products
- Ability to influence stakeholders and build long-term client relationships
- Excellent communication, presentation, and negotiation skills
- Strong analytical, relationship management, and business development capabilities
What We Do
About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com
