Product Manager_Tractors and Farm Equipments (TFE)_0408_1288_1100856
Kotak Securities · Mumbai · onsite · Posted 1d ago
About a minute. You'll make an account on the way through.
About this role
Role Purpose
The Product Manager - Cross-Sell & Business Planning will be responsible for driving multi-product penetration across the Commercial Banking portfolio through strategic planning, budgeting, performance tracking, data-driven insights, and stakeholder management. The role requires close coordination with state sales teams, product teams, finance, operations, and analytics functions to ensure achievement of cross-sell objectives, timely reconciliations, and resolution of business queries.
Key Responsibilities -
Business Planning & Budgeting
- Support annual and periodic business planning exercises for cross-sell products.
- Prepare budgets, forecasts, targets, and productivity models across products and geographies.
- Track performance against approved business plans and budgets.
- Analyze trends & recommend growth opportunities
Cross-Sell Program Management
- Drive multi-product cross-sell initiatives across segments.
- Monitor product penetration and cross-sell ratios across regions and states.
- Design and track cross-sell campaigns, contests, and performance.
- Identify gaps in product adoption and create action plans to improve penetration.
Performance MIS & Analytics
- Prepare periodic MIS, dashboards, and management reviews.
- Generate actionable insights for leadership and field teams
- Ensure accuracy and integrity of business data and reporting metrics
Reconciliation & Controls
- Manage product-wise, incentive-related & all kinds reconciliations.
- Coordinate with Operations, Sales teams & other cross-functional teams to resolve discrepancies.
- Ensure timely closure of reconciliation items and adherence to internal controls.
Query Resolution & Business Support
- Provide prompt resolution of business and operational queries from field teams.
- Support product-related clarifications, organizing product trainings and refresher.
Qualification & Experience
- MBA/PGDM preferred.
- 3-6 years of experience in Banking, Product Management, Business Planning & Strategy.
- Experience in managing cross-sell programs, business MIS, budgeting, and stakeholder management will be an advantage.
Strong proficiency in Excel, PowerPoint, and data analysis tools
Sourced from foundit
Skills
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
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