Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS
Ahmedabad, Gujarat, India · On-site
Senior
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Solutions Manager-Affluent-BRANCH BANKING-Enterprise Business Solutions - EBS
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Full-time
bachelor degree, postgraduate degree
Posted 48d ago
Apply by Jul 25
~40 hrs/week
Responsibilities
Drive CMS business growth and revenue across affluent and emerging client segments while supporting Relationship Managers. Design customized end-to-end CMS solutions and manage the onboarding and implementation process for clients.
Requirements
Requires an MBA or postgraduate degree in Finance, Marketing, or a related field. Candidates must have 3 to 10 years of relevant experience in Cash Management Services, Transaction Banking, or Corporate Banking.
Full job description
Job Description
Position Title
Solution Manager – Affluent (CMS / Enterprise Business Solutions
Key Responsibilities
1. Business Development & Revenue Generation
Drive CMS business across affluent and emerging client segments
Support Relationship Managers (RMs) in acquiring and deepening client relationships
Achieve targets across fee income, liabilities, and CMS product penetration
Identify cross-sell opportunities within the existing client base
2. Client Solutioning & Engagement
Understand client requirements and provide end-to-end CMS solutions
Design customised offerings across collections, payments, liquidity, and digital banking
Participate in client meetings and presentations along with RMs
Ensure smooth onboarding and implementation of CMS mandates
3. Product & Process Management
Coordinate with product, operations, and technology teams for execution
Ensure adherence to internal compliance, risk, and regulatory guidelines
Promote digital adoption and automation solutions for clients
Address and resolve client service issues within defined TAT
4. Stakeholder Management
Work closely with:
Branch Banking teams
Relationship Managers (Affluent / Business Banking)
CMS / Product teams
Operations & Implementation teams
Act as a single point of contact for CMS-related solutioning
5. Market Intelligence & Strategy
Track industry trends and competitor offerings in CMS space
Provide feedback for product enhancements and new solutions
Identify emerging opportunities in affluent and SME segments
Eligibility Criteria
Education
MBA / Postgraduate in Finance, Marketing, or related field
Experience
3 to 10 years of relevant experience in:
Cash Management Services (CMS)
Transaction Banking
Corporate / Business Banking
Client solutioning roles
Key Skills & Competencies
Strong knowledge of CMS / Transaction Banking products
Client engagement and solutioning ability
Sales orientation and revenue focus
Stakeholder management skills
Analytical and problem-solving capability
Understanding of banking regulations and compliance
One of India's leading banks offering a wide range of financial services that encompass every sphere of life.
Industry
Banking
Company size
10,001+ employees
Founded
1985
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,626,568
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
Offices: 36-38A, Nariman Bhavan, 227 Nariman Point, Mumbai, Maharashtra 400021, IN · 8th Floor, Portsoken House, 155-157,, London, EC3N 1LS, GB · 50, Main Street,, Ste. 890, White Plains,, NY, NY 10606, US · Representative Office, Al Otaiba Building,, 907, Hamdan Street, Behind KFC,, Abu Dhabi, AE