Relationship Manager- Working Capital- Maharashtra
3 weeks ago
- 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 clients with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies.
- To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust &confidence.
- Focus on 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
RequirementsQualification required-
- Preferably MBA/ CA
- Excellent written and oral communication skills
- Experience: 2-3 years experience in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees.
- Strong oral and written Communication
- Relationship Management Skill
- Good influencing skills
- Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC.
Requirements
Qualification required- Preferably MBA/ CA Excellent written and oral communication skills Experience: 2-3 years experience in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like BL, OD, CC. Imp- Other then Working capital, we are open to explore Home loan/LAP/Business Loan and Branch Banking retail profiles, if candidate has, managed assets book and last 2 ratings are good
-
Surat, India Mintskill HR Solutions LLP Full timeTo 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 clients with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the...
-
Relationship Manager
1 month ago
surat, India JK Securities Pvt. Ltd. Full timeJob SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and...
-
Relationship Manager
2 weeks ago
Surat, Gujarat, India timesjobs Full timeJOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...
-
Relationship Manager
2 weeks ago
Surat, India timesjobs Full timeJOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...
-
Relationship Manager
1 month ago
Surat, India Cupid Knot Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
-
Relationship Manager
1 week ago
Surat, India Selections HR Services Private Limited Full timeJob Title: Relationship Manager Job Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education:- Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...
-
Relationship Manager
1 month ago
Surat, India SRG Housing Finance Full timePromising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...
-
Branch Relationship Manager
1 month ago
surat, India White Force Full timeJob Description: A Relationship Manager is responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints. They possess excellent communication and problem-solving skills and work closely with sales and marketing teams to boost profitability and...
-
client relationship management
1 week ago
Surat, India Perfect Naukari Full timeHiring for 5 client relationship management Jobs in , with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, Secondary School, , Any Master Degree with Good knowledge in Routing,Switching etc.Experience : 1 - 2 YearsNo. of Openings : 5Education : Higher Secondary, Secondary School, B.A, Any Master DegreeRole : client...
-
client relationship management
1 week ago
Surat, Gujarat, India Perfect Naukari Full timeHiring for 5 client relationship management Jobs in , with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, Secondary School, , Any Master Degree with Good knowledge in Routing,Switching etc.Experience : 1 - 2 YearsNo. of Openings : 5Education : Higher Secondary, Secondary School, B.A, Any Master DegreeRole : client...
-
surat, India Arin Consultancy Private Limited Full timeFunction : Client Relationship Management Role Context: As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm’s...
-
Content Writer and Editor
4 weeks ago
Surat, India HR Manager Full timeJob Description of a Content writer. 2. Actively proof-read website content on regular basis & take necessary actions to update/edit/change the content as per requirement. 3. Edit content produced by other members of the team. 4. Analyse content marketing metrics and makes changes as needed. 5. Always stay updated with marketing trends. 6. Collaborate...
-
Branch Relationship Manager
1 month ago
surat, India Max Life Insurance Full timeKEY RESPONSIBILITIES Service through relationship management Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue...
-
E-commerce Executive
4 weeks ago
Surat, India HR Manager Full time**Roles n Responsibilities**: **Must know how to handle major online portals barcoding processing etc** **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: From ₹30,000.00 per month Schedule: - Day shift - Morning shift Ability to commute/relocate: - Surat, Gujarat: Reliably commute or planning to relocate before starting work...
-
Relationship Manager
1 month ago
surat, India Skill Ventory Full timeRoles and Responsibilities Should have strong relationship/network base across Strategic, Large & Mid-Corporates across the locations covered by the respective Candidate Should have minimum years of working experience in the posting location. Candidate should have the ability to generate leads through leveraging the existing relationship &...
-
Company Secretary
4 weeks ago
Surat, India AASHAR CAPITAL SERVICES PVT LTD. Full timeCompleted Company Secretary by ICSI. Expertise for Company law Compliance.Knowledge of Company Registration under Companies Act 2013, and LLP Act 2008, mainly capital restructuring and management related compliances. Knowledge of ROC form Filling, knowledge of Trademark, compliances and liaising with the MCA,SEBI and other statutory authorities, Ensure...
-
Wealth Manager
6 days ago
Surat, India CareerForge.in Full timeWealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 10 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If...
-
Customer Service
4 weeks ago
Surat, India TATA Capital Full timeAchieving business targets as laid down by acquiring new client relationships and maintaining them. Graduate in any discipline - Identify target areas for prospective business - Pre-screen customer segments as per the organization norms - Ensure the number of log in along with disbursement - Ensure high customer satisfaction level by proactively...
-
Relationship manager
1 month ago
Surat, India Kotak life insurance Full timeDirect Marketing ChannelPurpose:To achieve sales targets by making effective sales presentations in a venue setting; to maintain high standards of service quality and attract and convert leads shared by the organizationResponsibilities: Convert leads and generate business through leads shared by the organization Visit potential customers for new...
-
Sales Manager-Suvidha
3 weeks ago
Surat, India IDFC FIRST Bank Full timeRole/ Job Title: Sales Manager - Suvidha Function/ Department: Retail Banking Job Purpose: The role entails direct customer interaction and is responsible for acquisition of Suvidha customers for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring...