Solutions Manager-Affluent
Key Responsibilities
- Business Development & Revenue Generation
- Drive CMS business across affluent and emerging customer segments.
- Support Relationship Managers (RMs) in acquiring new clients and enhancing existing relationships.
- Achieve targets related to fee income, liabilities, and product penetration.
- Identify cross-sell and upsell opportunities within the existing client base
Client Solutioning & Engagement
Understand customer requirements and provide end-to-end CMS solutions.
Design customized solutions across
Collections
Payments
Liquidity Management
Digital Banking Services
Participate in customer meetings and presentations with RMs.
Ensure smooth onboarding and implementation of solution
Product & Process Management
- Coordinate with Product, Operations, and Technology teams for execution.
- Ensure compliance with risk, regulatory, and internal guidelines.
- Promote digital adoption and automation solutions.
- Resolve client servicing issues within defined turnaround times
- takeholder Management
Work closely with
Branch Banking Teams
Affluent/Business Banking Relationship Managers
CMS & Product Teams
Operations & Implementation Teams
Act as the single point of contact for CMS-related solutioning.
Market Intelligence & Strategy
- Track industry trends and competitor offerings.
- Provide feedback for product enhancements.
- Identify emerging opportunities within affluent and SME segments.
Major KPIs
CMS Revenue Growth
Fee Income Achievement
Client Acquisition & Activation
Product Penetration Ratio
Onboarding TAT
Customer Satisfaction Score
Key Skills
- CMS / Transaction Banking knowledge
- Client engagement and solutioning
- Sales and revenue orientation
- Stakeholder management
- Analytical and problem-solving skills
- Understanding of banking regulations and compliance
Job description provided by Kotak Mahindra Bank.
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