JOB DETAILS
Relationship Manager-Mid Market-Sales
CompanyKotak
LocationNew Delhi
Work ModeOn Site
PostedSeptember 23, 2026
About The Company
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 https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
About the Role
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.
Key Skills
Relationship managementSalesCorporate bankingFinancial analysisCredit risk assessmentTerm loansWorking capitalTrade financeTreasury servicesCRM systemsMicrosoft Office SuiteNegotiationPresentation skillsCommunicationProblem-solving
Categories
SalesFinance & AccountingManagement & Leadership
Job Information
📋Core Responsibilities
The Relationship Manager is responsible for acquiring and retaining mid-market corporate clients by delivering customized financial solutions. They must collaborate with internal teams to meet sales targets for loan, treasury, and cash-management products.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
88207
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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