Job Description

:

• New Initiatives & Project Management and Execution :

• Identifying newer requirements or strategies for business growth and executing them end to end.
• Streamlining existing processes or ideating newer ones for improvement of TATs and improving RM efficiency
• Planning contests and trainings for RMs across different products as per the requirement
• Structuring events for existing or new customers for brand promotion and visibility within the organization and externally
• Creating and updating business and product pitch books, flyers and presentations to be used in acquisition and alliances

• Channel Management & Business Support :

• External Channels - Connecting with external stakeholders like Fintechs, PE, VCs, Accelerators, Incubation Centres, International Commerce Chambers, etc for establishing relations and lead generation for the business team to work upon
• Internal Channels - Liaising with all internal verticals across Kotak group generating TPP income via our references and generation of leads for acquisition.
• Strengthening the tie ups with existing internal teams - Corp Sal, Privy, Wealth, WCG, SME
• Closely work with analytics team on different projects as needed by the business
• Responsible for ensuring the referral income budget achievements

• Supporting the Business Head and Senior Team :

• One point connect for the business with BIU for any data flow either way
• Prepare discussion documents, presentations, reports and dashboard
• Working closely with Regional Head/ Team leads for regular MIS / Updates and timely submission of the same to BH
• Plan senior management reviews and present analysis on different product / parameters
• Ensuring weekly updates and calls on all important products/parameters
• Incharge for Balance Sheet and P&L assessment and correctness
• Responsible for collation of KRA data, vetting and publishing it via BIU within timelines
• Build KRAs, incentive structures, budget planning and Monthly DIPs
• Monitoring, validating and presenting data / MIS by product champions/ regional spocs

Kotak Mahindra Bank