Kotak Mahindra Bank
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Pune · On-site · 2-5 Yrs · 2 days ago
Banking & Lending · 10000+ Employees · Mumbai, India
Hiring: Finance and accounts, Sales
What employees say
+ Work life balance, at high pay
− Planning is bad because communication is not great
More reviews on the company profile.
Interview experience · Data Scientist
Misleading interview experience for Data Scientist role The JD mentioned Python, SQL, statistical analysis and Data Science/AI skills, so I prepared accordingly. HR also told me that no banking/finance knowledge was req
Average difficulty · Bengaluru · 707 reports
More interview insightsJob description
Overview
Job RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any stock statements subm
Responsibilities
- Manage big ticket size clients having group exposure above 5 Cr
- Build strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.
- Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done.Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model.
- Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CAs.Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction.
- Ensure minimum delinquency and work towards exit of clients identified in EWS.
- Be the face for the customer for his entire WC solutions.
- Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working.Liaison with internal departments - credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT.
- Drive cross sell products and book penetration in allocated set of clients.Generate leads from existing customers and on-board new customers basis existing relationship management.
- Maintain CASA book and generate float income by opening all group accounts.Tracking of trade and forex transaction done by customer and generating income opportunities from this.Job RequirementPreferably MBA/ CAExperience: 2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees.Strong oral and written CommunicationRelationship Management Skill
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Job application FAQ
Last updated 7 November 2026
- How do I apply for Elite Service Relationship Manager-WC-Working Capital-Sales at Kotak Mahindra Bank?
- Open this job on Feedback AI and sign up free (or sign in). You can apply from the job detail page; match scores and skill gaps appear when your profile is complete. Kotak Mahindra Bank may attach structured assessments to interview rounds after you apply.
- Does Feedback AI show a match score for this Elite Service Relationship Manager-WC-Working Capital-Sales role?
- Yes after you add a resume or skills. Match score ranks this role against your profile — skills met, gaps, level, and location — so you prioritise applications where fit is strongest.
- Is Elite Service Relationship Manager-WC-Working Capital-Sales remote or on-site in Pune, Maharashtra?
- This listing is marked on_site with location Pune, Maharashtra. Confirm details on the job description before applying.
- What skills matter for this Elite Service Relationship Manager-WC-Working Capital-Sales role at Kotak Mahindra Bank?
- Key skills for this role include skills listed in the job description. Upload a resume to see which requirements you already meet and which are gaps.