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    Job · 17126084

    Kotak Mahindara Life Insurance logo

    Elite Relationship Manager - WC-Salaried PL AND Working Capital-Sales

    Kotak Mahindara Life Insurance · Ludhiana · onsite · Posted 41d ago

    Undisclosed1–6 yrsfulltimeSourced fromNaukri

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

    About this role



     About The Role  

     Elite Relationship Manager 

    Department WCG Elite Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M5

      

     Job Role 

      
  1. 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.
  2. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share
  3. Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition.
  4. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies.
  5. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.
  6. Focus on continually increasing book size and profitability of the assigned portfolio.
  7. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships.
  8. 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
  9. Maintain high caliber client service.
  10. Improve efficiency by monitoring & overseeing continuous improvement of processes
  11. Share rapport with other operating units to customize and develop solutions
  12. To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc.


    13.  Job Requirement 

  13. Excellent written and oral communication skills
  14. Preferably MBA/ CA
  15. Experience2-3 years"™ experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees.
  16. Strong oral and written Communication
  17. Relationship Management Skill
  18. Good influencing skills
  19. Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.


    20. Sourced from naukri

    Skills

    BgLCAutoCADBimBuyers CreditTransaction bankingTrade FinancenavisworksWorking CapitalCcODCash CreditTerm DepositsREVITCASH FLOWPortfolioTradeCurrent AccountSalesAcquisitionCustomer AcquisitionAssetRelationship 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

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