Relationship Manager

2 weeks ago


Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

About The Role  

Role

Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned

Assisting the client"s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc

Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients

Maintaining the service standards set by the bank in collaboration with the service support team

Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.

Job Requirement

Ability to source High Value Business Banking Accounts

Thorough knowledge of Current Account/Trade Account opening/transaction processes

Strong Communication skills with assertive attitude

Knowledge of Trade, Forex and Business Assets Strong follow up ability & keenness

Ability to spot opportunities in the portfolio for Upselling/Xselling bank products



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