Teams at Kotak Mahindra Bank

Acquire and manage high-value business banking customers, especially Current Account clients and family banking relationships. Drive revenue through cross-selling insurance, investments, CMS, POS, and Beat services. Source new customers through personal efforts and acquisition channels, coordinate with credit, legal, operations, and product teams for onboarding, and maintain long-term customer relationships and satisfaction.

Manage and grow an existing working capital client portfolio by structuring credit solutions, renewing and enhancing limits, monitoring utilization, ensuring documentation and compliance, minimizing delinquencies, and resolving client issues. Build relationships with promoters, conduct client visits, drive cross-selling and new customer acquisition, maintain CASA accounts, and generate portfolio growth and float income.

Manages corporate employee banking solutions across mapped branches by growing deposits, cross-selling mutual funds and insurance, generating fee income, ensuring regulatory compliance, improving service delivery, overseeing branch administration, managing team productivity, and driving profitability. Builds relationships with corporate clients and internal stakeholders, resolves customer issues within target turnaround times, and supports customer satisfaction and retention.