Relationship Manager

6 days ago


Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Description

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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