Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales

Hcbt Open · verified Oct 13, 2026

On-site Mumbai Full-time Manager Account Management

At a glance

Manager-level Account Management role at Hcbt. Mumbai · full-time.

Pay not stated

RoleAccount Management

SeniorityManager

LocationMumbai

WorkplaceOn-site

EmploymentFull-time

PostedSep 30, 2026 · 13d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Build and look after corporate banking accounts among consulting firms, stock brokers and other capital market clients
Bring in new clients, guide their onboarding and deepen engagement with existing accounts
Review financial statements and client needs, then work with risk teams on credit proposals and approvals
Find opportunities to offer CASA, Trade & Forex, Custody, Wealth, Salary Proposition and other group products
Grow your portfolio and revenue by matching working capital and transaction banking solutions to client needs

What you bring

An MBA in Finance or Marketing, CA, or CFA from a reputed institution
Eight to ten years in corporate banking, transaction banking, working capital or relationship management
A record of winning and managing mid-to-large corporate accounts, preferably in consulting, broking or capital markets
Strong grounding in corporate credit, financial statement review and banking products

Who this fits

This manager-level role suits someone experienced in corporate relationship management and business development. The position is based onsite in Mumbai.

From the employer

The Relationship Manager - Consultancy & Capital Markets will be responsible for acquiring and managing relationships with consulting firms, stock brokers, and capital market participants. The role involves driving business growth across liabilities, assets, and fee income products while collaborating with internal stakeholders for credit and risk management. The incumbent will focus on portfolio expansion, client engagement, and cross-selling Kotak Group solutions to deliver sustainable revenue growth

Manage relationships with large consulting firms, capital market participants, and stock broking clients within the Corporate Banking segment.
Drive new client acquisition and onboarding while strengthening existing client relationships.
Analyze financial statements, assess client requirements, and coordinate with Risk teams for credit proposal preparation and approvals.
Develop a sound understanding of capital markets, working capital solutions, and transaction banking products to provide holistic banking solutions.
Drive cross-sell opportunities across CASA, Trade & Forex, Custody, Wealth, Salary Proposition, and other Kotak Group products.
Achieve business growth through portfolio expansion, revenue enhancement, and client engagement.

MBA (Finance/Marketing), CA, or CFA from a reputed institution.
8-10 years of experience in Corporate Banking, Transaction Banking, Working Capital, or Relationship Management roles.
Proven experience in managing and acquiring mid to large corporate relationships, preferably within the consulting, broking, or capital markets ecosystem.
Strong understanding of corporate credit, financial statement analysis, and banking products.
Demonstrated ability to influence stakeholders and build long-term client relationships.
Excellent communication, presentation, and negotiation skills.
Strong analytical, relationship management, and business development capabilities