ETAH · FULLTIME
Relationship Officer-SBE-Small Business Enterprise-Sales
Kotak Mahindra Prime
Etah · onsite · Posted 4d ago
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Section · 01
About this role
Role: Relationship Officer- SBE
Grade- E0
Job Description
Grade- E0
Job Description
- Assisting team in day to day tasks and coordinating with RMs for activities related to business.
- Document collection from client and to ensure completion of all the documents along with signatures and stamps.
- To ensure documentation is completed with utmost accuracy and to ensure the case is cleared in first pass.
- Coordinating with the internal teams for documentation to ensure smooth processing of client transactions.
- To understand clients business & provide appropriate working capital and business loan solutions.
- Deal across secured and unsecured lending such as Fund/ non-Fund based products like Cash Credit, Demand Loan, BG etc.
- Work closely with Branch Banking teams for new customer addition.
- To ensure smooth onboarding of the client and catering to client requirements.
- Coordinate with the internal teams, RMs or clients for completion of documentation relating to renewal/ modification/ enhancement or fresh disbursement.
- To coordinate with RMs for business related activities and also help in cross sell
- Calling active clients to encourage them to take up new facilities and products.
- Addressing client's uncertainties, grievances and suggestions on time.
- Communicating requests and acceptances of offers to our sales team for closing.
- Recording all successful and unsuccessful attempts to close sale.
- Keep up quality service by adhering to organizational guidelines.
- To be updated about the latest product offerings and offers
- To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products.
- To penetrate client with various products for the primary Relationship & Group companies.
- To build relationships with key persons 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
- Passionate to do sales
- Go Getter Attitude
- Strong Customer Orientation
- Self-Motivated
- Good relationship Management
- Good communication
- Good convincing & influencing skills
- Graduation is a must
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Section · 02
Skills
Secured LendingCash CreditDemand Loanunsecured lendingDocumentationBusiness Loan Solutions
Section · Company
About Kotak Mahindra Prime
Kotak Mahindra Prime
NBFC
2.4k+
employees
1996
30 years old
Mumbai, Maharashtra
India
₹4.8L PA avg
Avg at Kotak Mahindra Prime
About
A leading car finance entity in India, providing a range of financing solutions for passenger vehicles and two-wheelers, supporting dealers and retail clients.
Industries
NBFC
Employee ratings
10 reviews
4.0/ 5
Culture
3.7
Career growth
2.4
Work-life
3.2
Employees rate it well for
Overall Company40Job Security39
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