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Acquisition Relationship Manager-SME-Sales

Acquisition Relationship Manager-SME-Sales

Kotak Life Insurance

2 - 7 years

1 - 4 Lacs

Surat

Posted:5 days ago| Platform:

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Skills Required

banking products sales relationship management lead generation sme banking trade finance hiring management skills gts sme credit appraisal transaction banking open market fx trade wholesale portfolio wholesale banking acquisition asset closure

Work Mode

Work from Office

Job Type

Full Time

Job Description

SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers.
Wholesale Banking – SME –Acquisition Relationship Manager Grade – Manager/Senior Manager/Chief Manager Job Responsibilities of Acquisition Relationship Manager in SME Business:

To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX)

Collaborate with banks’ internal channels as well as open market sourcing for lead origination

To understand customer’s business model, appraise financials to identify suitable opportunities.

Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.

Ensure closure of deferrals & compliance to bank’s audits and statutory requirements.

To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.

Job :

Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience,

Must have knowledge of various SME banking products along with Analytical and financial skills

Ability to Influence/Relationship management Skills

Strong communication(Written and Oral), Eye For detail

NTBs - Value, Count, PF, FX Income

Lead generation and sourcing - Channels/Open Market/DSAs/SFG Deals

Credit appraisal

Cross-sell - Franchise & KLI/KGI

Handover to Portfolio

Managing existing portfolio

Generate Trade/CMS/Fx Fees

NTBs - Value, Count, PF, FX Income, NTB enhancement/Group co.

Lead generation – Open market

Credit Appraisal

Cross-sell - Franchise & KLI/KGI

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3202 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Acquisition Relationship Manager-SME-Sales