Relationship Manager - Business Banking-Branch Banking-Branch Banking
Kotak Mahindara Life Insurance · Pune · onsite · Posted 41d ago
Undisclosed1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Role
Role
Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
Assisting the client"™s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients
Maintaining the service standards set by the bank in collaboration with the service support team
Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.
Job Requirement
Ability to source High Value Business Banking Accounts
Thorough knowledge of Current Account/Trade Account opening/transaction processes
Strong Communication skills with assertive attitude
Knowledge of Trade, Forex and Business Assets Strong follow up ability & keenness
Ability to spot opportunities in the portfolio for Upselling/Xselling bank products
Sourced from naukri
Skills
Banking ProductsCross Sellingtransaction processingUpsellingWorking CapitalCcSME BankingWCTerm LoanBusiness DevelopmentPortfolioBusiness BankingTradeForexCurrent AccountSalesAssetAccount OpeningRelationship 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