Relationship Manager-Mid Market-Sales

Hcbt Open · verified Sep 30, 2026

On-site Delhi Full-time Manager Account Management

At a glance

Mid-level Account Management role at Hcbt. Delhi · full-time.

Pay not stated

RoleAccount Management

SeniorityManager

LocationDelhi

WorkplaceOn-site

EmploymentFull-time

PostedSep 23, 2026 · 8d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Find and develop mid-market corporate prospects across the assigned industries
Review client financial statements and match needs to loans, treasury, and cash-management solutions
Build proposals, credit submissions, and business cases for customized banking offerings
Coordinate with credit, risk, operations, and product teams to deliver client service
Review the portfolio, resolve concerns, update CRM records, and report performance

What you bring

A business, finance, economics, or related bachelor’s degree is required
Three to five years in banking relationship management or sales serving mid-market clients
Working knowledge of term loans, working capital, trade finance, and treasury services
Evidence of hitting or surpassing sales goals, plus financial-statement and credit-risk analysis skills
Comfort with CRM software and Microsoft Office, along with strong communication and presentation ability

Who this fits

You’ll suit a client-facing banking sales role focused on winning, growing, and retaining mid-market accounts. The position is onsite in Delhi and may require travel across the assigned territory. An MBA and certifications such as CFA, CA, or NISM are listed as advantages.

From the employer

The Relationship Manager – Mid Market – Sales will be responsible for acquiring, nurturing, and retaining mid‑market corporate customers for Kotak Mahindra Bank Ltd. This role involves understanding client needs, cross‑selling banking products, and collaborating with internal teams to deliver customized financial solutions that drive revenue and deepen client loyalty.

Identify and prospect new mid‑market corporate clients across target industries.
Develop and maintain strong, long‑term relationships with existing clients.
Analyze client financial statements to recommend appropriate banking solutions.
Achieve quarterly and annual sales targets for loan, treasury, and cash‑management products.
Prepare and present customized proposals, credit proposals, and business cases.
Coordinate with credit, risk, operations, and product teams to ensure seamless service delivery.
Monitor market trends and competitor activities to adjust sales strategies.
Conduct regular portfolio reviews and address client concerns proactively.
Maintain accurate records in CRM systems and generate performance reports.
Participate in industry events and networking forums to enhance brand visibility.

Bachelor’s degree in Business, Finance, Economics or related field; MBA preferred.
3–5 years of experience in relationship management or sales within the banking sector, focusing on mid‑market clients.
Strong knowledge of corporate banking products such as term loans, working capital, trade finance, and treasury services.
Proven track record of meeting or exceeding sales targets.
Excellent communication, negotiation, and presentation skills.
Ability to analyze financial statements and assess credit risk.
Proficiency in CRM tools and Microsoft Office Suite.
Customer‑centric mindset with strong problem‑solving abilities.
Flexibility to travel within assigned territory as required.
Professional certifications (e.g., CFA, CA, or NISM) are a plus.