Kotak Mahindra Bank

Delhi

Relationship Manager-Mid Market-Sales

Posted 3 weeks ago · Mid level

The job in two lines

This role involves acquiring, nurturing, and retaining mid-market corporate customers for a bank, focusing on understanding client needs and cross-selling banking products to drive revenue and client loyalty.

Summary by Rezifi's AI, from Kotak Mahindra Bank’s posting. Years and pay appear only when the posting states them.

What you'd do

  • Identify and prospect new mid-market corporate clients
  • Develop and maintain strong, long-term relationships with existing clients
  • Achieve quarterly and annual sales targets for loan, treasury, and cash-management products

Skills it is built around

  • Corporate Banking
  • term loans
  • working capital
  • Trade Finance
  • Corporate Treasury

Required

  • CRM
  • Microsoft Office Suite

Nice to have

  • MBA
  • CFA
  • CA
  • NISM Certification

The facts

Experience
3+ years
From the posting: “3–5 years of experience”
Pay
Not stated
The posting states no pay.
Level
Mid level
Field
Banking sales

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

The Relationship Manager – Mid Market – Sales will be responsible for acquiring, nurturing, and retaining mid‑market corporate customers for Kotak Mahindra Bank Ltd. This role involves understanding client needs, cross‑selling banking products, and collaborating with internal teams to deliver customized financial solutions that drive revenue and deepen client loyalty.

Responsibilities

  • Identify and prospect new mid‑market corporate clients across target industries.
  • Develop and maintain strong, long‑term relationships with existing clients.
  • Analyze client financial statements to recommend appropriate banking solutions.
  • Achieve quarterly and annual sales targets for loan, treasury, and cash‑management products.
  • Prepare and present customized proposals, credit proposals, and business cases.
  • Coordinate with credit, risk, operations, and product teams to ensure seamless service delivery.
  • Monitor market trends and competitor activities to adjust sales strategies.
  • Conduct regular portfolio reviews and address client concerns proactively.
  • Maintain accurate records in CRM systems and generate performance reports.
  • Participate in industry events and networking forums to enhance brand visibility.

Qualifications

  • Bachelor’s degree in Business, Finance, Economics or related field; MBA preferred.
  • 3–5 years of experience in relationship management or sales within the banking sector, focusing on mid‑market clients.
  • Strong knowledge of corporate banking products such as term loans, working capital, trade finance, and treasury services.
  • Proven track record of meeting or exceeding sales targets.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to analyze financial statements and assess credit risk.
  • Proficiency in CRM tools and Microsoft Office Suite.
  • Customer‑centric mindset with strong problem‑solving abilities.
  • Flexibility to travel within assigned territory as required.
  • Professional certifications (e.g., CFA, CA, or NISM) are a plus.