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    Job · 17128484

    Kotak Mahindara Life Insurance logo

    Relationship Manager - Commercial Vehicles

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

    Undisclosed2–5 yrsfulltimeSourced fromNaukri

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

    About this role

    JD :

    Proposed KRA

    Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)

    Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships

    Warehousing Projects Finance ( restricted to transport / logistics segment )

    Lease Rent Discounting (restricted to transport / logistics segment and automobile segments )

    Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement

    Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals

    Coordinating with technical, legal and operations team for loading and disbursement of files

    Actively evaluating the opportunity of cross sell to increase the wallet share

    Login and monitoring of TOD and Adhoc facilities on regular basis

    Coordination with the Trade team for non fund based transaction

    Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation.

    Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.

    DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline

    Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline

    RCU of files prior login of any file ( renewal or enhancement )

    Sourced from naukri

    Skills

    loans managementsales managementBusiness RelationshipLead GenerationCASA BookRelationship 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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    Relationship Manager - Commercial Vehicles · waiting for your command