Teams at Kotak Mahindra Bank

Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain client relationships, and generate revenue. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, complete documentation, timely customer support, and new business development through existing relationships.

Manage and grow an existing working capital client portfolio through renewals, credit-limit enhancements, relationship development, cross-selling, and new customer acquisition. Assess client business models and cash flows, monitor utilization and compliance, minimize delinquencies, manage early-warning accounts, and resolve issues with internal teams. Conduct client visits, collect required documentation, maintain CASA accounts, and generate float income.

Manage and grow the Commercial Vehicle business within the Saral Auto segment. Handle account opening, DMAT services, grievances, cheque book requests, and other customer service needs. Meet sales targets for banking and investment products through cross-selling and referrals, provide tailored financial solutions, support HNI relationship managers, and maintain strong customer relationships while balancing service quality and sales performance.