Strategy & Programs-sme Platform-wbg Ho / Ipo

4 days ago


Mumbai Maharashtra, India Kotak Mahindra Full time

**Grade - M6**

**Location - Mumbai**

**Reporting to - Shakti Agrawal, SVP & Head SME Digital Platform**

**About the Team**:
**SME Digital Platform, is a new vertical within the Kotak Bank, with the aim to work with Fintech and SaaS players to co-create solutions to solve for SMEs across, Consumer, Commercial and Wholesale verticals within the bank. Platform, aim to launch all digital banking services of the bank, focused towards solving SME pain points, for banking and beyond banking products. This vertical will pre-dominantly work towards providing digital experience and product innovation, for SMEs, and provide one stop shop.**

The important skills are as follows:

- Execution of business strategies/customer journeys in conjunction with various internal/ external stakeholders
- Ensuring all projects/initiatives by Head - Consumer Bank are closely tracked against milestones & deadlines
- To monitor and manage the project progress and ensure that any elements which fail in the workflow are remedied by working in close coordination with key stakeholders
- Analyze business data & arrive at key metrics significant to management decision making & strategic planning Work closely with cross-functional teams, for program management, monitoring deliverables & key metrics

Brief Job Requirements:

- Ability to cope in a technically complex and fast-changing environment, and to respond calmly and rationally to changing aspirations in a deadline-driven situation
- Strong planning and organizing skills including the ability to manage several work streams simultaneously
- Focused, assertive, a good team player, self-motivated and able to work on own initiative
- Experience of successfully engaging management and groups of technical and non-technical stakeholders
- Create and Identify new strategic opportunities with the vision to take new or enhanced products to market Develop the framework and collaterals to support the new pipeline and client engagement process
- Research market trends and competitive analysis to bring in outside in perspective of digital products.
- Good to have extensive network across the Fintech and startup community.
- Strong documentation, review & presentation skills required
- Good Communication and people skills.
- Good Negotiating Skills.
- Sound Knowledge of Excel, Power Point.
- Knowledge of Visual design tools, Adobe Forms or SQL an added advantage

**Education: Post Graduation or MBA**

**Experience Range: 6-9 years



  • Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time

    Job DescriptionRole :Grade : M6-M7Reporting Manager : Head-WBG Strategy & BIULocation : MumbaiThe Business Manager - WBG Strategy will be a key member of the Wholesale Banking Group's Strategy Team, responsible for supporting strategic planning, execution, and monitoring across various business segments and products. The role involves close collaboration...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role :Grade : M6-M7Reporting Manager : Head-WBG Strategy & BIULocation : MumbaiThe Business Manager – WBG Strategy will be a key member of the Wholesale Banking Group's Strategy Team, responsible for supporting strategic planning, execution, and monitoring across various business segments and products. The role involves close collaboration with senior...

  • Team Member

    2 days ago


    Mumbai, India Kotak Mahindra Full time

    **Position Name: Team Leader RCU, Wholesale Banking - Department- Risk Containment Unit (WBG)- Location- Mumbai- Number of Positions- 1- Reporting Relationships- Senior Vice President- Position Grade- M5 / M6 (AVP/DVP)**Job Role**: - Leading the Transaction Monitoring and Risk Containment Unit for Corporate, Institutional & Investment Banking - Developing &...

  • Team Member

    1 week ago


    Mumbai, India Kotak Mahindra Full time

    **Job Role**: - Drive various streams which help improve customer experience for WBG clients - Managing the NPS modules; help build fresh modules; and managing customer complaints - Analyzing complaints to identify any recurrent gaps in systems / processes - Independently solving for senior management and RBI escalations, and guiding the team to solve a...


  • Andheri East, Mumbai, Maharashtra, India IPO Mart Capital Advisors Private LTD. Full time

    2. Call potential leads (database provided) to introduce our SME IPO services and generate interest. 3. Maintain a detailed record of calls, responses, and follow-up actions. 4. Support the marketing team in lead generation and nurturing strategies. Pay: From ₹8,000.00 per month Application Question(s): - Do you Have knowledge of IPO( Initial Public...


  • Mumbai, Maharashtra, India RECEX Pvt. Ltd. Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company seeking a Senior Investment Analyst for its SME Fund in Mumbai. This is a high-impact role involving deal evaluation, anchor investment structuring, and portfolio management across listed and unlisted SMEs. The ideal candidate will bring deep analytical skills, hands-on deal-making experience, and a solid understanding of India's SME ecosystem. You...


  • Mumbai, Maharashtra, India Skillmine Technology Full time

    Job DescriptionProven working experience in project management in the IT sector on various banking systems. Minimum 6+ years of hands-on experience in Project implementation of SME / NRI Line of business Functional expertis on SME, NRI & WBGRequired Candidate profileStrong technical background and experience in consulting roles Hands on knowledge of API &...

  • IPO Lead Secretary

    2 weeks ago


    Mumbai, Maharashtra, India beBeeIpoLeadSecretary Full time ₹ 15,00,000 - ₹ 25,00,000

    IPO Lead Secretary JobWe seek an accomplished secretary to spearhead our IPO process.Key Responsibilities:Collaborate with financial advisors, auditors, and legal experts to execute the IPO process.Oversee DRHP, RHP filings and regulatory documentation for SEBI & Stock Exchange.Coordinate Board & Shareholder Meetings, corporate governance, and compliance...

  • Team Member

    4 days ago


    Mumbai, Maharashtra, India Kotak Mahindra Full time

    **Position Name: National Lead - Account Servicing, Wholesale Banking** - Department - Wholesale Banking - Service Delivery - Location - Vikhroli, Mumbai - Number of Positions - 1 - Reporting Relationships - M8/SVP - Service Delivery and CX - Position Grade - M6/M7 (DVP/VP) - Account Servicing **Job Role**: Role of National Lead for Account Servicing: -...


  • Mumbai, Maharashtra, India beBeeCommunication Full time ₹ 8,00,000 - ₹ 12,00,000

    Financial Communication SpecialistAre you enthusiastic about spearheading financial communications for India's leading IPO mandates? We're on the hunt for a seasoned Financial Communication Specialist to join our high-performing team in Mumbai.Key Responsibilities:Develop and execute comprehensive communication strategies for IPOs and capital market...