Acquisition Relationship Manager-SME-Sales
Kotak Securities · Mumbai · onsite · Posted 24d ago
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About this role
Wholesale Banking - SME -Acquisition Relationship Manager
Grade - Manager/Senior Manager/Chief Manager
SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR.
Job Role:
- To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX)
- Collaborate with banks internal channels as well as open market sourcing for lead origination.
- To understand customer's business model, appraise financials to identify suitable opportunities.
- Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.
- Ensure closure of deferrals & compliance to bank's audits and statutory requirements.
- To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.
Job Requirements:
- Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience,
- Must have knowledge of various SME banking products along with Analytical and financial skills
- Ability to Influence/Relationship management Skills
- Strong communication(Written and Oral), Eye For detail
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Skills
Financial SkillsSME Banking Products
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
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