Kotak Mahindra Bank
Elite Relationship Manager
₹ Check with seller / month
✓ Actively Hiring
📍 Pune
💼 Full Time
🛡️ Verified Listing
⚡ Direct Apply — No Agent
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Job at a Glance
- Category
- Bank
- Location
- Pune, Maharashtra, India
- Salary
- Check with seller
- Job Type
- Full Time
- Company
- Kotak Mahindra Bank
- Status
- Open & Active
Job Description
Job Description
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 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
• Experience: 2-3 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
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 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
• Experience: 2-3 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
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