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Kotak Life Insurance
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Relationship Manager - Commercial Vehicles

Relationship Manager - Commercial Vehicles

Kotak Life Insurance

1 - 6 years

2 - 6 Lacs

Mumbai

Posted:2 days ago| Platform:

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Skills Required

banking products working capital marketing trade relationship management retail banking customer service logistics business development cross selling financial services sales business banking commercial vehicle mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

4193-Relationship Manager - Commercial Vehicles

Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network.

Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)

Cross sell of other banking products

Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships

Warehousing Projects Finance ( restricted to transport / logistics segment )

Lease Rent Discounting (restricted to transport / logistics segment and automobile segments )

Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement

Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals

Coordinating with technical, legal and operations team for loading and disbursement of files

Actively evaluating the opportunity of cross sell to increase the wallet share

Coordination with the Trade team for non fund based transaction

Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation.

Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.

DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline

Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline

RCU of files prior login of any file ( renewal or enhancement )

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Relationship Manager - Commercial Vehicles