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Kotak Mahindra Bank
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Acquisition Relationship Manager-SME-Sales

Acquisition Relationship Manager-SME-Sales

Kotak Mahindra Bank

2 - 6 years

50 - 100 Lacs

ahmedabad jodhpur

Posted:1 day ago| Platform:

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Skills Required

relationship management trade finance financial analysis wholesale banking risk assessment relationship building cad cms portfolio management auditing

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. New Client AcquisitionAcquire New-To-Bank (NTB) SME clients by offering customized banking solutions including asset-based products (funded and non-funded), transaction banking, trade fice, and treasury (FX).Generate leads through internal channels, open market sourcing, DSAs, and strategic partnerships (SFG deals).Conduct thorough business and ficial analysis to identify suitable banking opportunities.

2. Credit Appraisal & OnboardingEngage with credit, risk, legal, technical, and CAD teams to ensure smooth and timely onboarding of clients.Prepare and present credit proposals with detailed ficial analysis and risk assessment.Ensure closure of documentation deferrals and compliance with audit and statutory requirements.

3. Relationship Management & TransitionEnsure a pleasant onboarding experience for NTB clients and facilitate a smooth handover to the portfolio management team.Act as a trusted advisor during the initial engagement phase, addressing client queries and aligning solutions with business needs.

4. Cross-Selling & Revenue GenerationIdentify and execute cross-sell opportunities across Kotak s franchise including Trade, CMS, FX, KLI (Kotak Life Insurance), and KGI (Kotak General Insurance).Drive fee income through trade fice, CMS, and FX solutions.

5. Performance Metrics & ReportingDeliver on key performance indicators including NTB value, count, portfolio funding (PF), and FX income.Track and report lead generation, conversion rates, and onboarding timelines.Maintain high standards of portfolio hygiene and compliance.

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Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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Acquisition Relationship Manager-SME-Sales