Relationship Manager

2 days ago


Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Relationship Manager - Commercial Vehicles-SARAL LOANS-Marketing Branches Operations

4193-Relationship Manager - Commercial Vehicles


• Relationship Manager who will be responsible for sourcing of new business from open market / RL branch network or CA / DSA channel network.

• Sourcing and servicing of Working capital ( Both Fund Based and Non Fund Based restricted to Transport / Logistics segment segments which includes products like Cash credit / Overdraft / WCTL / BG / LC / BC)

• Cross sell of other banking products

• Souring and Servicing of WC, Inventory Funding or Trade Advance to automobile Dealerships

• Warehousing Projects Finance ( restricted to transport / logistics segment )

• Lease Rent Discounting (restricted to transport / logistics segment and automobile segments )

• Evaluation of financials and structure the transactions with suitable product offerings to meet the clients finance requirement

• Preparing the marketing proposal and coordinating with credit team for approval of the NTB proposals

• Coordinating with technical, legal and operations team for loading and disbursement of files

• Actively evaluating the opportunity of cross sell to increase the wallet share

• Login and monitoring of TOD and Adhoc facilities on regular basis

• Coordination with the Trade team for non fund based transaction

• Coordinating with ops and monitoring for renewal / DRS / Enhancement / Property insurance updation.

• Taking care of WCDL disbursement and its tracking for deposits of payment on the due date.

• DRS Tracker. Monitoring of same and put reminder to client if any DRS exceed their deadline

• Arranging and submission of Book debts / stock statement on monthly basis i.e within deadline

• RCU of files prior login of any file ( renewal or enhancement )

Experience LevelMid Level

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