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    Job · 17125944

    Kotak Mahindara Life Insurance logo

    Composite Relationship Manager

    Kotak Mahindara Life Insurance · Anand · onsite · Posted 40d ago

    Undisclosed2–3 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this 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, cash flows etc. and identify opportunities and grow client relationships.
    • 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
    • Maintain high caliber client service.
    • Improve efficiency by monitoring & overseeing continuous improvement of processes
    • Constantly have a rapport with the operating units to customize and develop solutions

    Excellent written and oral communication skills

    • 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
    • Good influencing skills
    • Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.

    Sourced from naukri

    Skills

    Buyers CreditLoan SalesCredit SalesCash CreditDemand LoanClient HandlingRelationship Management

    About Kotak Mahindara Life Insurance

    Kotak Mahindara Life Insurance logo

    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

    Find them on

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    Composite Relationship Manager · waiting for your command