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Elite Relationship Manager - WC-Working Capital-Sales

0 - 5 years

2 - 5 Lacs

Posted:5 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"™s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill

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Kotak Life Insurance
Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

2501 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO
  • Kavitha Kamath

    Executive Vice President