Relationship Manager

7 days ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,20,000 - ₹ 1,80,000 per year

Relationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales

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 )

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