Relationship Manager - Working Capital
Kotak Mahindra Bank
Relationship Manager - Working Capital
Kotak Mahindra Bank
Rajkot
Not disclosed
Job Details
Job Description
Relationship Manager-Working Capital-Sales
- Manage big ticket size clients having group exposure
- Build strong and effective relationship with Promoters and build client trust and confidence
- Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs.
- Ensure timely closure of all pending PDD’s.
- Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done.
- Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model.
- Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA’s.
- Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction.
- Ensure minimum delinquency and work towards exit of clients identified in EWS.
- Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working.
- Liaison with internal departments – credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT.
- Drive cross sell products and book penetration in allocated set of clients.
- Generate leads from existing customers and on-board new customer’s basis existing relationship management.
- Maintain CASA book and generate float income by opening all group accounts.
- Tracking of trade and forex transaction done by customer and generating income opportunities from this.
Job Requirement
- Preferably MBA/ CA
- 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
Experience Level
Mid LevelJob role
Work location
Rajkot, Gujarat, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
About company
Name
Kotak Mahindra Bank
Job posted by Kotak Mahindra Bank
This job has expired