Jobs at Kotak Mahindra Bank

Acquire and manage high-value business banking customers, especially Current Account clients and family banking relationships. Drive branch-level retail liabilities sales, customer onboarding, cross-selling of insurance and investment products, and penetration of CMS, POS, and Beat services. Build long-term customer relationships while coordinating with credit, legal, operations, and product teams to ensure effective onboarding and servicing.

Acquire retail loan customers through direct sourcing, DSAs, connectors, referrals, cold calling, and market activities. Manage channel partner relationships, maintain documentation and KYC compliance, coordinate loan processing with internal teams, track application status, resolve customer queries, and achieve assigned sales targets for home loans, loans against property, and personal loans.

Manage small-business banking relationships by understanding client needs, providing working-capital and trade-finance solutions, acquiring new customers, and cross-selling banking products. Build relationships with CFOs and business promoters, grow portfolio profitability, analyze cash flows and business models, monitor competitors, deliver high-quality service, and coordinate process improvements with branch and operating teams.

Acquire HNI and other customer accounts for current and savings accounts, including individuals, small businesses, trusts, associations, societies, and corporations. Drive retail liabilities sales objectives, value and volume metrics, channel productivity, revenue generation through CASA, cross-sell, insurance, and other third-party products, and growth of the CASA book.

Processes and verifies invoices, tracks payments, maintains records, publishes MIS reports, performs reconciliations and self-audits, and ensures accurate processing within agreed timelines. Handles document verification, transaction making and checking, quality controls, audit support, and internal or external queries. Coordinates with branches, units, and vendors, supports process improvements, and supervises and trains junior team members while adhering to banking, KYC, tax, and operational controls.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain HNI relationships, coordinate with internal teams, ensure KYC and documentation compliance, support customers and channel partners, and generate business from existing client networks.

Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term HNI relationships. Coordinate with credit, legal, operations, product teams, and channel partners. Ensure KYC compliance, accurate documentation, timely customer support, and resolution of service issues while leveraging existing relationships to generate new business.

Acquire and manage high-net-worth customers for retail loan products and banking services. Build CASA deposits, cross-sell insurance and mutual funds, generate revenue, and nurture client relationships. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, proper documentation, timely customer support, and new business generation from existing clients.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA accounts, cross-sell insurance and mutual funds, build revenue, maintain client relationships, coordinate with internal teams, ensure KYC compliance and documentation, and provide end-to-end customer and partner support.

Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation; support customers and channel partners; and leverage existing relationships to identify new business opportunities.

Manages corporate employee solutions across mapped branches by growing deposits, cross-selling mutual funds and insurance, generating fee income, and improving profitability. Oversees branch administration, service quality, compliance, team productivity, and customer satisfaction. Builds relationships with corporate clients and internal stakeholders, coordinates with product and marketing teams, resolves customer issues within service targets, and drives operational efficiency and retention.

Drives business banking growth by acquiring deposit customers, cross-selling financial products, and promoting transaction services. Oversees branch operations, compliance, customer service, team productivity, profitability, and P&L performance. Partners with product, marketing, and support teams to improve services and launch initiatives.

Drive trade finance and foreign exchange business by acquiring current account customers, generating revenue, delivering trade-related solutions, and sourcing consumer and commercial asset cases. Collaborate with product sales managers and relationship managers to convert leads, ensure compliance and process discipline, maintain strong customer and internal engagement, resolve queries, and achieve growth targets through proactive relationship management.

Acquire and manage high-net-worth individual customers for retail loan and banking products. Responsibilities include growing CASA deposits, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams and channel partners, ensuring KYC compliance and documentation, supporting customers through resolution, and generating new opportunities from the existing customer base.

Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA balances, cross-sell insurance and mutual funds, maintain client relationships, coordinate with internal teams, ensure KYC compliance, support customers and channel partners, and generate new business from existing clients.

Coordinates invoice collection, verification, processing, tracking, payment release, reconciliation, and MIS reporting. Maintains accurate records, performs payment audits and quality checks, resolves internal and external queries, supports branch operations, and follows control checklists. The role requires document validation, KYC awareness, GST knowledge, Excel skills, and adherence to processing timelines. It also involves process improvement, error reduction, vendor follow-up, and supervising or guiding junior team members.

Delivers customized cash management and digital banking solutions for affluent clients. Coordinates onboarding, validates solution readiness, monitors performance, identifies cross-sell and upsell opportunities, resolves client issues, and collaborates with compliance and technology teams to maintain regulatory standards, reliability, adoption, and service quality.

Manage and grow mortgage sales through DSA and branch channels. Responsibilities include onboarding and developing DSA partners, training sales teams, ensuring KYC and documentation compliance, coordinating with Credit, Legal, Technical, RCU, and Operations, processing customer applications, closing disbursement documentation, and maintaining customer and partner satisfaction throughout the loan lifecycle.

Manages collections and recovery operations for a retail-assets portfolio. Oversees repossessions, coordinates with collection and repossession agencies, handles legal formalities, conducts field visits, and supports asset disposal. Leads and trains collections staff while monitoring performance, ensuring timely resolution of delinquent accounts, and maintaining compliance with bank policies, regulations, and ethical standards.

Manage and grow an existing working capital client portfolio through relationship management, credit-limit renewals and enhancements, client visits, compliance monitoring, utilization reviews, cross-selling, and new customer acquisition. Understand client cash flows, structure working capital solutions, minimize delinquencies, address early warning signals, coordinate issue resolution with internal teams, and grow CASA balances and product penetration.