Kotak Mahindra Bank
Solutions Manager-Affluent_BRANCH BANKING_0733_0957_1036327
Be an Early Applicant
Drive cash management business among affluent and emerging customers by supporting relationship managers, acquiring and expanding client relationships, and achieving revenue and product penetration targets. Design customized collections, payments, liquidity, and digital banking solutions; coordinate onboarding and implementation with product, operations, and technology teams; ensure regulatory compliance; resolve servicing issues; and provide market intelligence for product and strategy improvements.
Solutions Manager-Affluent
Key Responsibilities
1. Business Development & Revenue Generation
- Drive CMS business across affluent and emerging customer segments.
- Support Relationship Managers (RMs) in acquiring new clients and enhancing existing relationships.
- Achieve targets related to fee income, liabilities, and product penetration.
- Identify cross-sell and upsell opportunities within the existing client base
Client Solutioning & Engagement
- Understand customer requirements and provide end-to-end CMS solutions.
- Design customized solutions across:
- Collections
- Payments
- Liquidity Management
- Digital Banking Services
- Participate in customer meetings and presentations with RMs.
- Ensure smooth onboarding and implementation of solution
Product & Process Management
- Coordinate with Product, Operations, and Technology teams for execution.
- Ensure compliance with risk, regulatory, and internal guidelines.
- Promote digital adoption and automation solutions.
- Resolve client servicing issues within defined turnaround times
takeholder Management
- Work closely with:
- Branch Banking Teams
- Affluent/Business Banking Relationship Managers
- CMS & Product Teams
- Operations & Implementation Teams
- Act as the single point of contact for CMS-related solutioning.
Market Intelligence & Strategy
- Track industry trends and competitor offerings.
- Provide feedback for product enhancements.
- Identify emerging opportunities within affluent and SME segments.
Major KPIs
- CMS Revenue Growth
- Fee Income Achievement
- Client Acquisition & Activation
- Product Penetration Ratio
- Onboarding TAT
- Customer Satisfaction Score
Key Skills
- CMS / Transaction Banking knowledge
- Client engagement and solutioning
- Sales and revenue orientation
- Stakeholder management
- Analytical and problem-solving skills
- Understanding of banking regulations and compliance
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
Similar Jobs
Fintech • Payments • Financial Services
Drives cash management services revenue across affluent and emerging customer segments. Supports relationship managers with client acquisition, cross-selling, and customized solutions covering collections, payments, liquidity management, and digital banking. Coordinates onboarding and implementation with product, operations, and technology teams, ensures regulatory compliance, resolves servicing issues, monitors market trends, and provides product enhancement feedback.
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Business Analyst responsible for analyzing and translating business requirements into functional specifications and user stories for Avaloq-based wealth management platforms. The role supports digital transformation initiatives, collaborates across business and IT teams, manages stakeholders, and operates within Agile delivery environments using Jira and Confluence. Experience with global multinational banks is preferred.
Top Skills:
AgileAvaloqConfluenceJIRA
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Manage end-to-end transaction banking and retail payments projects within the BFSI sector, including compliance and regulatory initiatives. Lead Agile delivery, ISO 20022 payments projects, stakeholder communications across multiple geographies, release cycles, delivery management, RAID tracking, escalations, and senior stakeholder engagement. Mobile release management experience is preferred.
Top Skills:
AgileConfluenceIso 20022JIRA
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
