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1.0 - 3.0 years
6 - 8 Lacs
Jaipur
Work from Office
Relationship Manager- TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies TASC Business Segment is further categorises into various Business Sub Segments which is a very l...
Posted 3 months ago
2.0 - 5.0 years
7 - 10 Lacs
Pune
Work from Office
JD : Proposed KRA 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) 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 th...
Posted 3 months ago
6.0 - 8.0 years
11 - 13 Lacs
Mumbai
Work from Office
Platinum Relationship Manager Business BankingKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 prod...
Posted 3 months ago
2.0 - 3.0 years
7 - 8 Lacs
Jaipur
Work from Office
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 a...
Posted 3 months ago
2.0 - 5.0 years
7 - 10 Lacs
Solapur
Work from Office
Sourcing new to bank (NTB) clients & servicing existing Clients Relationship management for Retail, SME Construction Equipment Clients Candidate should have dealt with Refinance Term Loan Sourcing- DSA/DST/Direct & Through branch banking channels Target companies- HDFC, Axis, Induslnd Bank/ICICI Bank/NBFC like HDB, Cholamandalam, Sundaram Finance, Hinduja Leyland finance, Mahindra Finance/L & T/ TATA /IKF Finance, Manapurram finance Local candidate preferred Graduate or Post Graduate Experience in service existing clients & acquiring new to bank Clients Experience of handling Retails & SME Clients Knowledge of various CE assets, local market, Construction Equipment segment, CE clients profil...
Posted 3 months ago
1.0 - 6.0 years
4 - 7 Lacs
Mysuru, Bengaluru
Work from Office
Roles and Responsibility Develop and maintain strong relationships with existing customers to increase business growth. Identify new business opportunities and expand the customer base. Provide excellent customer service and resolve customer complaints promptly. Collaborate with internal teams to achieve sales targets and improve overall performance. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of customer needs and preferences. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. S...
Posted 4 months ago
3.0 - 4.0 years
8 - 9 Lacs
varanasi
Work from Office
3-4 years of experience Tractor loan Sales Capable for infant resolution and Cross sale like Tractor refinance, Gold Loan, life and general insurance Collection and infant resolution capabilities.
Posted Date not available
2.0 - 3.0 years
6 - 10 Lacs
jodhpur
Work from Office
Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager DepartmentBusiness Banking AssetsLocationPosition GradeDeputy Manager / Manager / Sr. Manager Job Role: 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 pe...
Posted Date not available
2.0 - 5.0 years
7 - 10 Lacs
pune
Work from Office
JD : Proposed KRA 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) 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 th...
Posted Date not available
6.0 - 8.0 years
11 - 13 Lacs
mumbai
Work from Office
Platinum Relationship Manager Business BankingKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 prod...
Posted Date not available
2.0 - 3.0 years
7 - 8 Lacs
jaipur
Work from Office
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 a...
Posted Date not available
1.0 - 3.0 years
6 - 8 Lacs
jaipur
Work from Office
Relationship Manager- TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies TASC Business Segment is further categorises into various Business Sub Segments which is a very l...
Posted Date not available
2.0 - 5.0 years
7 - 10 Lacs
solapur
Work from Office
Sourcing new to bank (NTB) clients & servicing existing Clients Relationship management for Retail, SME Construction Equipment Clients Candidate should have dealt with Refinance Term Loan Sourcing- DSA/DST/Direct & Through branch banking channels Target companies- HDFC, Axis, Induslnd Bank/ICICI Bank/NBFC like HDB, Cholamandalam, Sundaram Finance, Hinduja Leyland finance, Mahindra Finance/L & T/ TATA /IKF Finance, Manapurram finance Local candidate preferred Graduate or Post Graduate Experience in service existing clients & acquiring new to bank Clients Experience of handling Retails & SME Clients Knowledge of various CE assets, local market, Construction Equipment segment, CE clients profil...
Posted Date not available
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