Relationship Officer-SBE-Small Business Enterprise-Sales
3 weeks ago
Job Description Role: Relationship Officer- SBE 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 Job requirements: - 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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3 Days Left! Tele Marketing Executive
3 weeks ago
Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description As a Tele Marketing Executive, you will play a crucial role in identifying and targeting potential small business clients. Your primary objective will be to build strong relationships with these clients, understand their unique needs, and offer tailored solutions from our SBE product suite. You will be expected to achieve sales targets,...
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Credit Manager for Small Business Enterprises
2 weeks ago
Mysore, Karnataka, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCredit Manager-SBE-Small Business Enterprise-Credit Credit Manager-Working Capital-Credit Bangalore, Karnataka, India JOB DESCRIPTION Job Role :As part of Credit Team for Working Capital Finance • Managing team of Credit Managers • Underwriting & making proposals of Working Capital Finance ( Fund & Non Fund based ) • Under writing cases with...
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Regional Business Manager
4 weeks ago
Vijayawada, India Kotak Mahindra Bank Limited Full timeJob Description - Working Capital (WC-SBE) - Nagpur/Pune - Will have team reporting to him. Will report to ZBM - M6 Job Role - Managing team of leaders and Relationship Managers at Regional Level - Drive team for new acquisition through Branch Banking and/or Customer referrals - To build relationships with key persons (CFOs/ promoters) in the target segments...
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Jodhpur, India Kotak Mahindra Bank Limited Full timeJob Description Credit Manager-Working Capital-Credit Bangalore, Karnataka, India JOB DESCRIPTION Job Role :As part of Credit Team for Working Capital Finance . Managing team of Credit Managers . Underwriting & making proposals of Working Capital Finance ( Fund & Non Fund based ) . Under writing cases with desired level of quality and enabling achievement of...
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Ahmedabad, India Kotak Mahindra Bank Limited Full timeJob Description Service Relationship Manager - Small Business Enterprise-Sales Roles and Responsibilities - Ensuring customer's closure request is processed timely - Coordinate with relevant team to ensure correct resolution - Highlight non adherence or delay in resolution from stakeholders to immediate superiors for support - Execute best practices to...
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Business Relationship Manager
3 days ago
Pune, India Kotak Mahindra Bank Limited Full timeJob Description Job Description To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction...
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Executive - SBE-Small Business Enterprise-Sales
3 weeks ago
Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description Job role: Lead and Guide a Team of 5 to 7 DST's and ensure productivity Interaction with manufacturers/dealers/sub-dealers in semi-urban and rural market for sourcing business Tie-up with channel partners & associates for sales program Ensure development of direct and indirect team Interaction with credit for loan applications and operations...
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Business Relationship Manager
4 weeks ago
Erode, India Kotak Mahindra Bank Limited Full timeJob Description . To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. . Work closely with Branch Banking teams for new customer addition. . To penetrate client with various products like Current Account/Term Deposits/Transaction...
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Area Business Manager
3 weeks ago
Jaipur, India Kotak Mahindra Bank Limited Full timeJob Description Area Business Manager - Small Business Job Role - To drive a team of Business and/or Portfolio RMs at Area level - To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers - To understand client's business & provide appropriate working capital and business loan...
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Mumbai, India Kotak Mahindra Bank Limited Full timeJob Description We are seeking a dynamic and experienced Team Lead to manage a team of Business Relationship Managers (BRMs) focused on loan sales in the healthcare segment. The role involves leading a team of 3-5 BRMs, driving productivity, and delivering tailored financial solutions such as machinery/equipment loans and infrastructure funding. The ideal...
