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The Role
Leads 3–5 Business Relationship Managers focused on healthcare loan sales. Drives productivity, customer acquisition, portfolio growth, profitability, and cross-selling of banking products. Builds relationships with healthcare decision-makers, branch teams, DSAs, equipment manufacturers, and vendors. Analyzes client businesses and cash flows to identify opportunities, delivers equipment and infrastructure financing solutions, strengthens market presence, and improves operational processes.
Summary Generated by Built In
We are seeking a dynamic and experienced Team Lead to manage a team of Business Relationship Managers (BRMs) focused on loan sales in the healthcare segment. The role involves leading a team of 3–5 BRMs, driving productivity, and delivering tailored financial solutions such as machinery/equipment loans and infrastructure funding. The ideal candidate will have strong knowledge of the local market, particularly in healthcare, and will work closely with DSAs, branch banking teams, equipment manufacturers, and vendors to acquire new customers. The role also includes cross-selling banking products, building relationships with key stakeholders, and ensuring continuous process improvement and portfolio growth.
ResponsibilitiesLead and manage a team of 3–5 Business Relationship Managers (BRMs).
Drive team productivity and create value for stakeholders.
Leverage local market knowledge with a focus on the healthcare segment.
Understand client businesses and offer suitable products like machinery/equipment loans and infrastructure funding.
Collaborate with DSAs, branch banking teams, and vendors for customer acquisition.
Cross-sell products such as Current Accounts, Term Deposits, Transaction Banking, and Trade Finance.
Build and maintain relationships with key decision-makers (CFOs, promoters).
Grow the assigned portfolio in terms of book size and profitability.
Analyze client business models, trade activities, and cash flows to identify growth opportunities.
Enhance Kotak’s brand presence and penetration in the target market.
Monitor and improve operational processes for better efficiency.
Skills Required
- Experience leading and managing a team of Business Relationship Managers or sales professionals
- Strong knowledge of the local market, particularly the healthcare segment
- Ability to understand client business models, trade activities, and cash flows
- Knowledge of business lending products, including equipment loans and infrastructure funding
- Ability to build relationships with CFOs, promoters, banking teams, DSAs, vendors, and equipment manufacturers
- Ability to cross-sell current accounts, term deposits, transaction banking, and trade finance products
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The Company
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
