Acquisition Relationship Manager-SME-Sales

4 days ago


Mumbai, India Kotak Mahindra Bank Full time

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

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 2-6 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


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Limited Full time

    Job DescriptionSME 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 3000 + customers.Wholesale Banking - SME -Acquisition Relationship ManagerGrade -...


  • Mumbai, Maharashtra, India PPFAS Mutual Fund Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Job Summary - *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDsJob Description—Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.Sales...


  • Mumbai, Maharashtra, India Drip Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About Drip CapitalWe are a US-based fintech company revolutionizing global trade for SMEs. At Drip Capital, we're redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises (SMEs) to scale internationally with ease.With the global SME trade market exceeding $5 trillion, our mission is to provide businesses in...


  • Mumbai, India BeWealthy Consultants Pvt. Ltd. Full time

    BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...


  • Ahmedabad, Mumbai, Surat, India QuickTurtle Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships...


  • Navi Mumbai, Mumbai City, Mumbai, India RBL FinServe Full time

    Job DescriptionFunctional Designation Relationship Manager - Premium AccountsDepartment- Branch and Business BankingJob- Sales / AcquisitionReporting To- Senior Relationship Manager - Premium Current AccountPosition Purpose- Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank.A....


  • Mumbai, India Shadowfax Technologies Full time

    Job Description D2C Client Acquisition Manager Location: MumbaiIndustry: Courier / Logistics Tech Department: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: Enterprise & D2C Sales About the Role We are looking for a dynamic and result-oriented D2C Client Acquisition Manager to drive new business opportunities and scale our...


  • Mumbai, Vadodara, Chandigarh, India Skillventory Full time

    Job DescriptionRole & responsibilities- Business Development & Client Acquisition sourcing new SME clients- Relationship Management maintaining and deepening client relationships- Credit Assessment understanding financials, preparing CAMs, coordinating with credit teams- Product Knowledge SME loans, working capital, term loans, trade finance, overdrafts-...


  • Navi Mumbai, Mumbai City, Mumbai, India RBL FinServe Full time

    Job Description Functional Designation Relationship Manager - Premium Accounts Department - Branch and Business Banking Job - Sales / Acquisition Reporting To - Senior Relationship Manager - Premium Current Account Position Purpose - Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of...

  • Sales acquisition

    4 days ago


    Navi Mumbai, Mumbai City, Mumbai, India Shyam Spectra Private Limited Full time

    Job Description Description We are seeking a highly motivated and experienced Sales Acquisition professional to join our team in India. The ideal candidate will have 4-6 years of experience in sales acquisition and a proven track record of success. As a Sales Acquisition, you will be responsible for identifying and acquiring new clients, building and...