Cluster Manager -Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales

• The prime responsibility is to manager a team of SRM/RM of the state and ensure they interact & liaison with Finance Heads/ Accounts Officers/ Key Decision Makers in various Institutions like Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/ Charitable Organizations, Corporate/PSUs retirlas, NGOs, etc. to source business & offer customized financial solutions for their needs.
• To ensure growth of own & regional CASA & TD portfolio of clients by cross-selling products & services like CMS, Trade/FX, Loans, Fees Collection, Digital banking solutions, etc.
• Liaising with RL branches, to source new business (other than own sourcing) and also provide customized product/sales support to branches involved in generation of leads.

• Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.
• Good knowledge for deal structuring and knowledge of various products/ services including Cash Management, Trade/FX and General Banking Products, Processes and Operations would be an added advantage.
• Interpersonal effectiveness and influencing skills - Ability to speak with conviction using data and logic.
• Analytical - Ability to break the complex issues into smaller more manageable chunks, ability to look at trends and interrelationships, ability to understand the underlying needs of the clients.
• Process orientation- Ability to manage information in structured and systematic manner.

Kotak Mahindra Bank