Assistant Manager - Customer Success - Corporate Banking

Job Overview:

Position: Assistant Manager- Customer Success in Corporate Banking

Primary Responsibility: Provide tailored working capital solutions to clients, utilizing a range of Fund and non-Fund based products.

Product Range: Includes Cash Credit, Demand Loan, Buyers Credit, LC, and BG.

Collaboration: Work closely with Branch Banking teams to onboard new customers and cross-sell additional products like Current Accounts, Term Deposits, Transaction Banking, and Trade Finance.

Key Responsibilities:

Client Understanding and Growth:

- Develop a deep understanding of clients' business models, trade activities, and cash flows.

- Identify growth opportunities and strengthen client relationships.

Stakeholder Relationship Management:

- Build strong relationships with key stakeholders (CFOs, promoters) within targeted segments.

- Foster client trust and confidence.

Portfolio Management and Expansion:

- Focus on increasing the portfolio's book size and profitability.

- Manage and expand client accounts effectively.

- Market Presence and Service Excellence:

- Monitor competitive dynamics in the market.

- Enhance Kotak's market presence and penetration.

Operational Efficiency:

- Ensure high-caliber client service delivery.

- Drive continuous process improvement for enhanced efficiency.

Solution Development:

- Collaborate with operational units to customize solutions meeting client needs.

Requirements:

Education: Bachelor's degree in Business Administration, Finance, or related field; MBA preferred.

Experience: Proven experience in Corporate Banking, focusing on working capital products and financial solutions.

Skills:

- Excellent communication and interpersonal skills.

- Analytical mindset with proficiency in complex financial data and business models.

- Strong negotiation, problem-solving, and multitasking abilities.

- Ability to work collaboratively in a team-oriented environment