Business Relationship Manager - WC-Working Capital-Sales
Kotak Mahindara Life Insurance · Hyderabad · onsite · Posted 41d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Role
Business Relationship Manager
Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager
Job Role:
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 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 and functionality of business model.
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.
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 including WC limits 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.
Sourced from naukri
Skills
Cross SellingTeam Handlingteam managementWorking CapitalWCTerm LoanBusiness DevelopmentLapCASH FLOWPortfolioCASABusiness BankingTradeClient Relationship ManagementSalesfinancemarketingAssetBusiness LoanRelationship Management
About Kotak Mahindara Life Insurance
Kotak Mahindara Life Insurance
Insurance
16.0k+
employees
2001
25 years old
Mumbai, Maharashtra
India
₹6.7L PA avg
Avg at Kotak Mahindara Life Insurance
About
This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.
Industries
InsuranceBanking / Insurance / AccountingFinancial Services
Employee ratings
10 reviews
3.6/ 5
Culture
1.7
Career growth
1.8
Work-life
1.8
Employees rate it well for
Job Security37Overall Company36
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