Acquisition Relationship Manager-SME-Sales

2 days ago

Hyderabad, India Kotak Life Insurance Full time

About The Role  

SME  is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of customers.

Wholesale Banking SME Acquisition Relationship Manager

Grade Manager/Senior Manager/Chief Manager

Job Responsibilities of Acquisition Relationship Manager in SME Business: 
- To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX)
- Collaborate with banks" internal channels as well as open market sourcing for lead origination
- To understand customer"s business model, appraise financials to identify suitable opportunities.
- Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.
- Ensure closure of deferrals & compliance to bank"s audits and statutory requirements.
- To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.

Job Requirements: 
- Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience,
- Must have knowledge of various SME banking products along with Analytical and financial skills
- Ability to Influence/Relationship management Skills
- Strong communication(Written and Oral), Eye For detail

  • NTBs - Value, Count, PF, FX Income
  • Lead generation and sourcing - Channels/Open Market/DSAs/SFG Deals
  • Credit appraisal
  • Cross-sell - Franchise & KLI/KGI

  • Handover to Portfolio

  • Managing existing portfolio

  • Generate Trade/CMS/Fx Fees
  • NTBs - Value, Count, PF, FX Income, NTB enhancement/Group co.
  • Lead generation Open market
  • Credit Appraisal
  • Cross-sell - Franchise & KLI/KGI

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