1698 Term Loan Jobs - Page 25

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2.0 - 6.0 years

6 - 10 Lacs

chennai

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About The Role Project Role : Tech Delivery Subject Matter Expert Project Role Description : Drive innovative practices into delivery, bring depth of expertise to a delivery engagement. Sought out as experts, enhance Accentures marketplace reputation. Bring emerging ideas to life by shaping Accenture and client strategy. Use deep technical expertise, business acumen and fluid communication skills, work directly with a client in a trusted advisor relationship to gather requirements to analyze, design and/or implement technology best practice business changes. Must have skills : SAP FI CO Finance Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification :...

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5.0 - 10.0 years

6 - 10 Lacs

hyderabad

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Responsible for growing supply chain business with brand Tie ups Sound knowledge on SME Banking and Channel Finance products Knowledge of different industry segments and understanding their working capital cycle Knowledge of balance sheet analysis Required Candidate profile Work closely with Anchor Acquisition team for generating leads Interacting with dealers and ensuring utilization of the sanctioned limits Meeting up prospective dealers for on boarding them

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2.0 - 7.0 years

6 - 10 Lacs

chandigarh

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About The Role 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 satisfact...

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1.0 - 6.0 years

4 - 7 Lacs

hyderabad

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About The Role About The 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. 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, ca...

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2.0 - 7.0 years

6 - 10 Lacs

jalandhar

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About The Role 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 satisfact...

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2.0 - 7.0 years

6 - 10 Lacs

amritsar

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About The Role 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 satisfact...

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0.0 - 5.0 years

2 - 5 Lacs

hyderabad

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About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job 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 e...

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0.0 - 5.0 years

2 - 5 Lacs

mumbai

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About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job 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 e...

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0.0 - 5.0 years

2 - 5 Lacs

pune

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About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job 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 e...

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1.0 - 6.0 years

4 - 7 Lacs

chandigarh

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role 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 PDD"™s. Tracking ...

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2.0 - 3.0 years

6 - 9 Lacs

jalna

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About The Role Job Role: Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise an...

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1.0 - 6.0 years

5 - 9 Lacs

chennai

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About The Role Needs to have a good knowledge of Local market. Must have experience in that Geography To understand clients business & provide appropriate products To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons in the target segments & build client trust & confidence. 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 Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirement: Graduate / MBA Experience3-4 years in the local market, prefe...

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2.0 - 3.0 years

6 - 9 Lacs

nagpur

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About The Role Job Role: Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise an...

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1.0 - 6.0 years

4 - 7 Lacs

chennai

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role 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 PDD"™s. Tracking ...

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1.0 - 6.0 years

4 - 7 Lacs

bijapur

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role 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 PDD"™s. Tracking ...

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3.0 - 5.0 years

4 - 7 Lacs

mumbai

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About The Role Managing outbound calling vendor at vendor/HO location to drive performance, COA, productivity, etc and meeting targets. Coordinating with vendor, IT, ops and other departments for various daily activities or escalations. Ensure RCA and DNC mails are reverted and actioned within TAT. Managing Card Sales escalations and ensuring customer requests are handled within TAT. Supporting data management & lead booking when required. Conducting regular audits and publishing reports for activities. Ensuring all outbound processes are documented & reviewed timely. Ensuring all reports are published timely and accurately Cross checking training, certification, operations & quality activit...

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1.0 - 5.0 years

2 - 4 Lacs

pune

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About The Role Role Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client"™s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction proc...

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1.0 - 6.0 years

4 - 8 Lacs

ahmedabad

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About The Role Job 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. Achieve a minimum of 15% YOY growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. 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 gro...

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1.0 - 5.0 years

2 - 4 Lacs

surat

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About The Role 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 satisfacti...

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1.0 - 5.0 years

2 - 4 Lacs

gurugram

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About The Role 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 satisfacti...

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2.0 - 7.0 years

7 - 14 Lacs

mumbai suburban, pune, ahmedabad

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Job Description The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and Forex deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles and Responsibilities Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinq...

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3.0 - 8.0 years

15 - 27 Lacs

noida, new delhi, gurugram

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Key Responsibilities Client Relationship Management: Manage a portfolio of SME clients. Build and maintain strong relationships with existing and prospective SME customers. Conduct regular client meetings and reviews. Business Development: Identify new business opportunities and acquire new SME clients. Generate leads and convert them into sales for financial products (e.g., Invoice Financing, WCTL/WCDL, Equipment Finance, LRD etc). Credit & Risk Assessment: Analyze financial statements, cash flow, and business models to assess creditworthiness. Prepare and submit credit proposals for approval. Monitor loan performance and take early action on risk indicators. Product Knowledge & Advisory: U...

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3.0 - 8.0 years

5 - 10 Lacs

veraval

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Job Title: Relationship Manager : Emerging Enterprises Group (EEG) Location: Jetpur & Veraval Experience: 3 to 10 Years Department: Business Banking : Emerging Enterprises Group Key Responsibilities: Plan and conduct regular branch visits and joint client meetings to generate business leads Identify and engage prospective clients through catchment area activities and referrals Conduct client meetings to understand financial requirements and guide on documentation Review financial statements and coordinate for legal and technical due diligence Prepare credit proposals, update system entries (SPE), and ensure timely file submission Proactively manage loan renewals, ensuring complete documentat...

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3.0 - 8.0 years

5 - 10 Lacs

jetpur

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Job Title: Relationship Manager : Emerging Enterprises Group (EEG) Location: Jetpur & Veraval Experience: 3 to 10 Years Department: Business Banking : Emerging Enterprises Group Key Responsibilities: Plan and conduct regular branch visits and joint client meetings to generate business leads Identify and engage prospective clients through catchment area activities and referrals Conduct client meetings to understand financial requirements and guide on documentation Review financial statements and coordinate for legal and technical due diligence Prepare credit proposals, update system entries (SPE), and ensure timely file submission Proactively manage loan renewals, ensuring complete documentat...

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5.0 - 10.0 years

6 - 8 Lacs

ahmedabad

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Key Responsibility 1. Overview of day to day matters of banking & treasury operations. 2. Invoice processing and checking. 3. Providing guidance and support to the credit team, Overseeing the evaluation of all credit proposals. 4. CMA Preparation & Working Capital Assessment. 5. Opening BGs, LCs, CCs, and Term Loan review of documents 6. Foreign Transaction and coordinate with Group company treasury dep. 7. Liaising with bank and handling banking financial instruments 8. Preparing monthly stock statement for bank requirement 9. MIS for funds management, Finance Cost, LC payments/foreign payments. 10. Preparing other management reports using ERP. 11. Underwriting of loan proposals and sending...

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