Relationship Manager - TASC & Institutional Business

About the Role

This position sits within Kotak’s Retail Liabilities division under the Consumer Bank business. The channel is focused on managing sales and relationship development for a wide range of institutional and community-based customers, including trusts, societies, educational institutions, associations, embassy and diplomatic missions, as well as government departments and public sector units.

Business Coverage

The TASC segment covers not-for-profit entities other than government departments and local bodies. Eligible entities commonly include trusts, societies, Section 25/Section 8 companies, and cooperative societies. The role also spans a broad acquisition universe across multiple sub-segments.

• Education institutions such as pre-schools, primary, secondary, higher secondary schools, colleges, universities, technical and management institutes, professional and coaching centres, training institutes, and examination boards
• FCRA entities approved by the Ministry of Home Affairs to receive foreign contributions
• Cooperative societies, including housing, marketing, and credit societies
• Hospitals and healthcare institutions
• Clubs such as professional, business, city, sports, and lifestyle clubs
• NGOs and foundations
• Associations across market, trade, professional, industry, and sports domains
• Research bodies
• Religious institutions such as temples, gurudwaras, mosques, and churches
• Primary agricultural societies
• CSR and retiral-related trusts, including PF trusts, gratuity trusts, and superannuation trusts

Key Responsibilities

• Build and expand high-value customer relationships within the TASC and institutional business segment
• Identify and pursue acquisition opportunities across the defined sub-segments
• Develop strong rapport with senior leaders and decision-makers at client organisations
• Prepare and deliver persuasive presentations to senior management to support deal closure
• Use negotiation and relationship-building skills to convert opportunities into business
• Interact effectively with people at different levels inside and outside the organisation
• Maintain a strong focus on sales, client engagement, and relationship management outcomes

Required Skills and Competencies

• Strong sales acumen
• Relationship management
• Negotiation and deal closing
• Presentation skills
• Communication skills
• Stakeholder management
• Client acquisition
• Ability to engage senior management
• Commercial awareness
• Interpersonal skills

Education

The preferred qualification is MBA, Graduate, or Post Graduate.

Additional Information

This opportunity is for a field-facing, full-time onsite role based in Mumbai, Maharashtra, India.