1372 Asset Jobs - Page 12

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

Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Business Relationship Manager Manage and service existing portfolio of WC clients including renewal and enhancement of limits 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 growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. 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. 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 including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customers basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. 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 Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

Elite Relationship Manager Department WCG Elite 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.

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

JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 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.

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

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. 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.

jOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

Job Responsibilities: Should have experience in Mortgage Loan, Loan against property Generating business from DSAs. Monitoring pre and post disbursal documents / formalities. Monitoring & resolving Infant delinquent cases Building relationship with current and prospective Customers Providing off roll incentive inputs for timely processing Meeting HNI customers for Business Loans Generating corporate leads and closing them Achieve the branch/location target through the team which includes branch sales target, ALR ,controlling PDD/delinquency Job Requirements: Comfortable with using MS Word and MS Excel Good Communication and interpersonal skills Demonstrable team management skills Ability to collaborate, delegate and motivate Educational Qualifications: Should be graduate and above Work Experience: Minimum work experience of 3 years Exposure in similar industry would be preferable Exposure to secured lending asset products viz. Home Finance/Personal Loan/Educational Loan etc can be considered

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts Endure adherence to all bank and regulatory Processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR. 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 customers 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 banks audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team. Job Requirements: 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

You are responsible for Interacting with business / client stakeholders and assessing requirements for the new reconciliation and responsible for matching rule prototype, configuration and implementation Required education Associate's Degree/College Diploma Preferred education Master's Degree Required technical and professional expertise Designs and implements test strategies for testing the integrated Power Automate workflows - Investigates, analyses the automated processes and ensures the requirements are met Excellent understanding of RPA products and technologies, and upcoming trends in RPA technology landscape. Test the workflows built Strong knowledge of Assets, Queues and related activities - Should be able to assess business processes rigorously in order to determine whether the business processes are ideal for automation or not. Excellent understanding of RPA products and technologies, and upcoming trends in RPA technology landscape. Test the workflows built Strong knowledge of Assets, Queues and related activities - Good Communication skill, should be able to run playback, demo, UAT sessions independently with Client teams Preferred technical and professional experience Determines, designs and implements the number of processes and the number of modules within each process using Power Automate, to map to the overall solution to address the client process automation requirement Integrates the modules developed by the junior developer in the overall solution Designs and implements the key configurable items in the Power Automate workflows to be utilised in the entire solution Designs and implements test strategies for testing the integrated Power Automate workflows - Investigates, analyses the automated processes and ensures the requirements are met

JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 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.

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Job Responsibilities: Should have experience in Mortgage Loan, Loan against property Generating business from DSAs. Monitoring pre and post disbursal documents / formalities. Monitoring & resolving Infant delinquent cases Building relationship with current and prospective Customers Providing off roll incentive inputs for timely processing Meeting HNI customers for Business Loans Generating corporate leads and closing them Achieve the branch/location target through the team which includes branch sales target, ALR ,controlling PDD/delinquency Job Requirements: Comfortable with using MS Word and MS Excel Good Communication and interpersonal skills Demonstrable team management skills Ability to collaborate, delegate and motivate Educational Qualifications: Should be graduate and above Work Experience: Minimum work experience of 3 years Exposure in similar industry would be preferable Exposure to secured lending asset products viz. Home Finance/Personal Loan/Educational Loan etc can be considered

JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 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.

Role Credit Appraisal Loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities Under writing cases with desired level of quality and enabling achievement of Branch Business target by proper training Use performance history along with liquidity, debt/asset management and profitability ratios to assess creditworthiness in evaluation Stock on HireIncrease in volume of business Ensure that SOH increases(pl confirm if this applies to CM role ) NPA trend Analyze the NPA trend like area, industry, sector etc. Interact with Customers & understand the business and regularly monitor delinquencies / infants. Infant loan which is less than 12 months NPA Ensure qualitative portfolio Ensure that there is no infant 12 months NPA Daily tasks Daily accessing the loan file Daily case discussion with Sales team Preparing credit underwriting for the cases assigned Personal discussion calls with customer financials & banking Decision making with predefined TAT Tele-verification calls to the customer

JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 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.

Role: Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. Resolves client queries for the managed book within the specified TAT Ensures high levels of customer service orientation and application of bank policy 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 Maintains complete relationship record for assigned customer accounts Endure adherence to all bank and regulatory Processes at all times. Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills. NISM/IRDA/AMFI if any can be strongly preferred. Fluent in communication skills, presentable and a quick grasping power. Decision making skills with good sense of ownership-understanding the client requirements Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management. Experienceminimum 7-8 years of experience in relationship and portfolio management. Graduation Qualification in any stream/ MBA preferred

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager 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 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. 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.

JDPRM- HH Develops new and expands existing High Net worth Customer relationships forliabilities 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 Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 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.

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Relationship Manager- New car Loans- Grade:- M2-M3 Experience:- Min 3-5 years Experience in asset product. Preferably in Auto loans. Profile requirement. Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches. Good at MIS and Written and verbal Communication. Skill set require to effectively manage Finance Manager/General Manager of Car dealers. Focus on Fee based income and ability to Cross sell other products. Ability to manage a Team size of 8-10 DST. Service oriented with will to go extra mile to serve channel effectively. PDD management and release Channel Payout on monthly basis. Infant Management.