Relationship Manager-Agri-Fin-Dealer Funding(DF) -Sales
Kotak Securities · Palanpur · onsite · Posted 24d ago
About a minute. You'll make an account on the way through.
About this role
Job Description
We are seeking a high-energy, self-motivated Relationship Manager - TFE to drive quality business in the MSME segment, specifically targeting Agri-related industries, food processing units, and manufacturing sectors. The ideal candidate will be a strong team player with excellent communication skills in English, Hindi, and the local language, and possess a deep understanding of working capital finance, balance sheet analysis, and property/legal aspects of mortgage lending. This role is field-intensive (80% field, 20% office) and demands strong networking, negotiation, and follow-up skills to ensure consistent business sourcing and customer satisfaction.
Responsibilities
Source working capital loan facilities for Agri-related and MSME industries Ensure quality and size of business through effective lead generation and conversion Maintain a monthly disbursement pipeline with ticket sizes ranging from ₹2 crore to ₹25 crore Achieve a minimum of 3 new cases per month and meet at least 2 new leads daily Build and manage relationships with CAs, financial consultants, DMAs, and Kotak Bank branches Collaborate with internal teams (credit, trade finance, CMS, treasury, legal, operations) for seamless service delivery Ensure timely resolution of customer requirements and complaints Maintain strong follow-up and documentation standards Adhere to the mantra of Speed, Scale, and Skill in all business activities
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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
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