Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Home
>
Jobs in Hyderabad
>
Kotak Life Insurance
>
Elite Relationship Manager - WC-Working Capital-Sales

Elite Relationship Manager - WC-Working Capital-Sales

Kotak Life Insurance

0 - 5 years

2 - 5 Lacs

Hyderabad

Posted:4 days ago| Platform:

Apply

Skills Required

Sales navisworks hvac accounts receivable casa bim revit mep business development forex autocad plumbing working capital term loan business banking trade portfolio relationship management revit hvac design heat load calculation cash flow asset

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Role:

Manage big ticket size clients having group exposure above 5 Cr

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 timely closure of all pending PDD"s.

Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done.

Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model.

Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"s.

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.

Be the face for the customer for his entire WC solutions. 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 and book penetration in allocated set of clients.

Generate leads from existing customers and on-board new customer"s basis existing relationship management.

Maintain CASA book and generate float income by opening all group accounts.

Tracking of trade and forex transaction done by customer and generating income opportunities from this.

Job Requirement

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

More Jobs at Kotak Life Insurance

Sales Manager Mega Drive 09-May-25

Chennai

2 - 7 yrs

INR 2 - 7 Lacs

Associate Recruitment And Development Manager

Bhopal, Indore, Chandigarh

2 - 4 yrs

INR 1 - 4 Lacs

Recruitment Development Manager_ Kotak Life Insurance.

Rajahmundry, Vijayawada, Belgaum

1 - 6 yrs

INR 2 - 5 Lacs

Managing Partner For Kotak Life insurance Mega Walkin 09-May-25

Chennai

2 - 7 yrs

INR 2 - 6 Lacs

Premier Acquisition Manager-RL SALES-Sales

Mysuru

1 - 6 yrs

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Kotak Life Insurance

Insurance

Jaipur

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Elite Relationship Manager - WC-Working Capital-Sales