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Service Relationship Manager-Working Capital-Sales

Service Relationship Manager-Working Capital-Sales

Kotak Life Insurance

1 - 5 years

1 - 5 Lacs

Hyderabad

Posted:1 week ago| Platform:

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Skills Required

working capital disbursement portfolio relationship management mis business loan investment advisory business development cross selling term loan business banking portfolio management wealth management mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role: Service Relationship Manager - WC-Working Capital-Sales
:
Description for Internal Candidates

Handling and managing client service request.

Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc

Monitoring PDD MIS and taking care of timely closure of PDDs.

Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same.

Overdue renewal tracking and following up with RM to get it update timely.

HO monitoring activities etc

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Service Relationship Manager-Working Capital-Sales