Composite Relationship Manager
Kotak Mahindara Life Insurance · Anand · onsite · Posted 40d ago
Undisclosed2–3 yrsfulltimeSourced from
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
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