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Regional Portfolio Manager-Business Banking-BRANCH BANKING-Portfolio Management

Kotak Mahindra Bank.com

Office

Coimbatore, Tamil Nadu, India

Full Time

Job Role:

  • Key Objective is to drive bank’s strategy to grow over all CA book, enhance X sell and improve product and service holding ratio
  • CA NTB, CA OTB Nos. and Value Achievement
  • No. of branches being OTB positive by the end of financial year
  • Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.
  • Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services
  • Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness.
  • Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank’s strategy for business banking and ensuring desirable productivity from BB resources

Job Requirements

  • Good understanding of business banking segment and products
  • Prior work experience as a Team leader role in product/sales management of business banking products
  • Good in communication, presentation and people management
  • Understanding of regulatory guidelines, banking processes, tech/digital enablers
  • Ability to read and understand data and derive insights
  • Understanding of business banking customer life cycle
  • Innovative and problem solving approach
  • Ability to read consumer behavior and trends

Regional Portfolio Manager-Business Banking-BRANCH BANKING-Portfolio Management

Office

Coimbatore, Tamil Nadu, India

Full Time

October 15, 2025

KotakBankLtd