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2.0 - 6.0 years
7 - 11 Lacs
Coimbatore, Erode, Gandhi
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to expand the client base. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective relationship management plans to drive business results. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Strong knowledge of Assets, Inclusive Banking, SBL, Mortgages, Standalone Merchant OD, and Relationship Management. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working in the BFSI industry with a focus on relationship management and business growth. Ability to work collaboratively as part of a team to achieve business objectives.
Posted 2 weeks ago
1.0 - 6.0 years
7 - 11 Lacs
Madurai, Pudur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and develop strategies to expand the client base. Provide excellent customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to achieve sales targets and improve overall performance. Develop and implement effective relationship management plans to drive business results. Analyze market trends and competitor activity to stay ahead in the industry. Job Requirements Strong knowledge of Assets, Inclusive Banking, SBL, and Merchant OD products. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Experience working with standalone merchant accounts is an added advantage. Ability to work collaboratively as part of a team to achieve business objectives.
Posted 2 weeks ago
6.0 - 8.0 years
16 - 17 Lacs
Pune, Ahmedabad, Aurangabad
Work from Office
Role & responsibilities : Manage team of Portfolio Managers to manage and grow existing portfolio of customers in Agri SME space. Acceptable knowledge of respective geography & ability to quickly recruit quality team members. To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of W orking capital (fund based/non-fund based) & Term Loan facilities Build a strong & robust customer base to increase both assets and liabilities, earn revenue by providing them high standards of service on an ongoing basis. Deepening relationship with existing customers through Cross sell liability & other third party products. Regular monitoring of accounts to ensure there are no delinquencies, portfolio hygiene, post disbursement deferrals closure in time, security perfection To engage with Credit & risk function, legal & technical teams, RCAD & GR team for customer requirements & collaborate with internal bank channels for deepening customer base. Improve efficiency by monitoring & suggesting improvement in processes basis ground reality & market trends. Preferred candidate profile CA / Post Graduate Diploma / Post Graduate in Banking and Finance / Commerce etc. Strong oral and written Communication Relationship Management Skill Leadership Skills Local Market Knowledge will be an added advantage Minimum SME funding & portfolio management work experience 5 years
Posted 2 weeks ago
5.0 - 10.0 years
6 - 13 Lacs
Meerut
Work from Office
Responsible for L&D related activities of the Plant & reports to Plant HR Head Required Candidate profile MBA - HR with 5+ Yrs of experience in manufacturing companies & looking after the same learning & Development profile.
Posted 2 weeks ago
2.0 - 5.0 years
3 - 7 Lacs
Gurugram, Delhi / NCR
Work from Office
Job description Role Name - Relationship Manager - Micro Enterprise Group Min 3 years of experience is required Business Unit: Emerging Enterprises Group Locations - Delhi NCR Those who are Interested, can share their resume with sunil.maheshkar@hdfcbank.com While sharing resume, Please mention subjecting as RM MEG - Interested Location Job Description: To build and manage relationships with new and existing clients so as to ensure income generation from sale of product- Dukandar Overdraft relevant to the client - Shopkeeper. • Acquisition and managing a portfolio of existing relationships and achievement of overall business targets. • Experience in Banking sector in SME/mid-marked/Corporate banking domain with understanding of various bank facilities like, Overdraft, etc. Need Candidate who are Interested in Field sales Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership. Key Responsibility Areas : Branch Management 1. Plan the branch visits detailing the coverage every week 2. Meeting the branches during the morning meeting - every branch once a month 3. Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls 4. Planning the catchment area activity/scoping for lead generation/joint call 5. Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. 6. Creating excitement in branches/spot sanctions/contests/recognition program 7. Check CRM daily and review the leads/update follow up leads/with dates 8 Document branch meeting through Cogent/mails Lead generation/logins 1. Planning the above so that it translates into 2 calls per day/2 appointments per day 2. Send the communication to the customer on documents required 3. Follow up the on the calls made for documents/arrange for pickup of documents 4. Check for completeness of documents 5. Go through the Financials/bank statements for churn/bounces/interest servicing as per product 6. KYCs Cross Selling 1. To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. 2. Monitor and track Leads. Renewals 1. Work on the renewals in advance for customers who are not getting auto renewed 2. Mail to the respective customers on docs required for renewal 3. Follow up weekly twice for docs 4. Arrange for collection of documents 5. Check the documents for completeness 6. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos as per product requirement 7. Speak to the customer for addressing issues/aberrations 8. For renewals overdue and having genuine delay put up for extensions Churn into WC account 1. Post disbursement ensure that all business churn comes to HDFC bank account 2. If OBA waiver required/check for justification/check for churn/put up to the authority 3. If not inform the customer on closure of OBA/levy of 2% penalty Call Memos 1. Express OD Monitoring to happen basis central triggers, customers falling in triggers and if not contacted virually to be met by RM as required frequency. Delinquency management 1. Depending upon severity of each case - Customer Call for servicing Interest. 2. Email communication to Branch & customer 3. Personal Visit to Customer / Joint Visit with Credit Manager; 4. Rigorous follow-up Complaints : CRM / MD / PNO / CRO 1. Analyze complaint 2. Seek resolution post discussing with Customer Educational Background Graduate Interpersonal Skills Coordination with multiple teams & multiple activities Ability to work under pressure
Posted 2 weeks ago
1.0 - 3.0 years
7 - 12 Lacs
Erode, Tamil Nadu, India
On-site
Role & responsibilities Experience Minimum 1-3 years of LAP Sales through DSA and Connectors Product Prime LAP from 10.00 Lacs to 100.00 Lacs Good market and (LAP) product knowledge Good connect with DSAs in the location Preferred candidate profile Preference local candidates Strong communication and interpersonal skills
Posted 2 weeks ago
1.0 - 3.0 years
7 - 12 Lacs
Coimbatore, Tamil Nadu, India
On-site
Role & responsibilities Experience Minimum 1-3 years of LAP Sales through DSA and Connectors Product Prime LAP from 10.00 Lacs to 100.00 Lacs Good market and (LAP) product knowledge Good connect with DSAs in the location Preferred candidate profile Preference local candidates Strong communication and interpersonal skills
Posted 2 weeks ago
1.0 - 3.0 years
7 - 12 Lacs
Chennai, Tamil Nadu, India
On-site
Role & responsibilities Experience Minimum 1-3 years of LAP Sales through DSA and Connectors Product Prime LAP from 10.00 Lacs to 100.00 Lacs Good market and (LAP) product knowledge Good connect with DSAs in the location Preferred candidate profile Preference local candidates Strong communication and interpersonal skills
Posted 2 weeks ago
1.0 - 3.0 years
7 - 12 Lacs
Navi Mumbai, Maharashtra, India
On-site
Role & responsibilities Experience Minimum 1-3 years of LAP Sales through DSA and Connectors Product Prime LAP from 10.00 Lacs to 100.00 Lacs Good market and (LAP) product knowledge Good connect with DSAs in the location Preferred candidate profile Preference local candidates Strong communication and interpersonal skills
Posted 2 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Panipat
Work from Office
About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.
Posted 3 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Karnal
Work from Office
About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.
Posted 3 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Chandigarh
Work from Office
About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.
Posted 3 weeks ago
1.0 - 6.0 years
4 - 7 Lacs
Hyderabad
Work from Office
About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills 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 Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC Posting Description for External Candidates
Posted 3 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Jalandhar
Work from Office
About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.
Posted 3 weeks ago
2.0 - 7.0 years
6 - 10 Lacs
Amritsar
Work from Office
About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.
Posted 3 weeks ago
1.0 - 5.0 years
7 - 11 Lacs
Chennai
Work from Office
About The Role Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"™s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 3 weeks ago
1.0 - 5.0 years
7 - 11 Lacs
Hyderabad
Work from Office
About The Role Business Relationship Manager Business Loans Department Business Loans (BL) Location Reporting Relationship Position Grade M1/M2/M3 Job Role This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"™s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement Preferably MBA/ CA Experience7-8 years"™ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills
Posted 3 weeks ago
1.0 - 6.0 years
4 - 8 Lacs
Mumbai
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit 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 Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Posted 3 weeks ago
4.0 - 9.0 years
6 - 15 Lacs
Hyderabad
Work from Office
Overall Job Description: Acquire & maintain business banking asset clients for the bank Service to the client basis customer's requirement Negotiate deals by interacting with people at various levels of the organization and outside environment Achieve individual targets and grow account profitability, while maintaining a high service standard and compliance Acquiring assets, trade & forex clients and portfolio management. Dealing in various Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Cash Credit / Overdraft, Payment and Cash Management, Factoring, etc Customizing product as per the customer requirements Plan the activities to acquire New Client acquisition Providing support in all the operational activities of bank Coordinating with credit team and other related departments To deepen share of wallet for the acquired portfolio To support/implement marketing initiatives and lead generation channels Sourcing business for credit proposals from corporate Act as single point for customer query resolution and compliance Education and Work Experience Requirements: Graduate/Post-Graduate Preferably an MBA WORK EXPERIENCE Need persons who are presently working as a Relationship Manager and managing working capital product Any specific requirements Technical expertise in areas of- Working capital/ business banking, Credit Marketing, first level of credit appraisal Regards Dimple - Regional HR 9989754938
Posted 3 weeks ago
4.0 - 9.0 years
5 - 15 Lacs
Mumbai, Chandigarh, Amritsar
Work from Office
Great Opportunity for Working Capital Professional..! Designation: Relationship Manager - SMART Experience : 4+ years of experience in Working Capital, Business banking. Roles & Responsibilities On-board and Maintain strong relationship with Open Market/ DSA/channel Partner to meet the monthly Target. Addition of New To Bank customers to the portfolio. Portfolio Management with profitable Income. Target income Generation in the form of Fee and Interest Income. Cross sell and up sell various products like Loan Cover Insurance and General insurance. Coordination with various internal stakeholders like Credit ,operations and channel partners to align with TAT. Proactive Monitoring & deepening Relationship with NTB & ETB client. Should be Self Learning , collaborative and result oriented. Should have experience in handling secured loans, Business Banking, working capital. CTC : Best in industry. *Location* Andheri, Mumbai Amritsar , Punjab Chandigarh Thanks & Regards, Human resource department KVB
Posted 3 weeks ago
1.0 - 6.0 years
4 - 8 Lacs
Ludhiana
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit 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 Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Posted 3 weeks ago
1.0 - 6.0 years
4 - 8 Lacs
Chandigarh
Work from Office
About The Role Elite Relationship Manager Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5 Job Role To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Share rapport with other operating units to customize and develop solutions To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. Job Requirement Excellent written and oral communication skills Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit 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 Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Posted 3 weeks ago
2.0 - 6.0 years
6 - 9 Lacs
Mumbai
Work from Office
About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service. Improve efficiency by monitoring & overseeing continuous improvement of processes Constantly have a rapport with the operating units to customize and develop solutions Job Requirements Excellent written and oral communication skills 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 Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Surat
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.
Posted 3 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Gurugram
Work from Office
About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.
Posted 3 weeks ago
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