15h Left Relationship Manager-loan Against Property

3 days ago

Udaipur Rajasthan, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree As a Relationship Manager you will be the face of our company representing Kotak Mahindra Prime Ltd to potential and existing clients Your primary goal is to understand client needs offer suitable loan products and provide exceptional customer service throughout the loan journey This role is crucial in driving business growth and maintaining our reputation as a trusted financial partner Responsibilities Build and nurture long-term relationships with clients understanding their financial goals and requirements Offer personalized loan solutions including Loan Against Property LAP products to meet client needs Guide clients through the loan application process ensuring a smooth and efficient experience Stay updated on market trends competitor offerings and new loan products to provide the best advice to clients Collaborate with internal teams such as underwriting and legal to ensure a seamless loan approval process Maintain a high level of customer satisfaction by promptly addressing queries and concerns Achieve individual and team sales targets through effective relationship management and cross-selling opportunities Conduct regular client meetings and provide periodic updates on loan progress and market insights Identify and mitigate potential risks associated with loan applications ensuring compliance with regulations Represent the company professionally at industry events and networking opportunities Qualifications A bachelor s degree in finance business administration or a related field is preferred Minimum 2-3 years of experience in relationship management preferably in the financial services industry Strong knowledge of Loan Against Property LAP products and the Indian mortgage market Excellent interpersonal and communication skills with a client-centric approach Ability to build trust and rapport with clients offering tailored financial solutions Proficiency in MS Office and familiarity with CRM systems for efficient relationship management Analytical skills to interpret financial data and offer suitable loan recommendations Self-motivated and results-driven with a track record of achieving sales targets Strong work ethic with the ability to work independently and as part of a team Willingness to stay updated on industry trends and regulatory changes

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