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Area Sales Manager-Loan Against Property (LAP)-SalesJob Responsibilities:<ul><li>Handling Team to generating business from existing branch and generating DSA Channels.</li><li>Monitoring pre and post disbursal documents / formalities.</li><li>Monitoring &amp; resolving Infant delinquent cases</li><li>Building relationship with current and prospective Customers</li><li>Providing off roll incentive inputs for timely processing</li><li>Meeting HNI customers for Business Loans</li><li>Generating  corporate leads and closing them</li><li>Achieve the branch/location target  through the team which includes branch sales target, ALR ,controlling PDD/delinquency Job Requirements: Comfortable with using MS Word and MS Excel Good Communication and interpersonal skills Demonstrable team management skills Ability to collaborate, delegate and motivate Educational Qualifications: Should be graduate and above Work Experience: Minimum work experience of 6 years Exposure in similar industry would be preferable Exposure to secured lending asset products viz. Home Finance/Personal Loan/Educational Loan etc can be considered</li></ul> <h4>Experience Level</h4>Mid Level

Kotak Mahindra Bank

Area Sales Manager

Platinum Relationship Manager-Household-BRANCH BANKING-Branch BankingJD: PRM- HH Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.  Ensures high levels of customer service orientation and application of bank policy.  Cross sells existing bank products to customers.  Informs customers of new products or product enhancements to further expand the banking relationship.  Plans and conducts special sales initiatives and events for prospective and existing clients.  Coordinates with other group companies to provide seamless access to other products.  Maintains complete relationship record for assigned customer accounts.  Tracks customer complaints/queries and turnaround times for customer satisfaction  Job Requirements  Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.  Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc  Understanding of MF and Insurance an added advantage Customer orientation,  High energy and drive.  Go getter attitude.  Self-motivated with a passion to achieve.   <h4>Experience Level</h4>Mid Level

Retail Relationship Manager

Elite Relationship Manager-Household-BRANCH BANKING-Relationship ManagementWe are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal candidate will have strong financial acumen, excellent interpersonal skills, and a passion for delivering exceptional customer service.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Ensure high levels of customer service and adherence to bank policies
Cross-sell a wide range of banking products to deepen client engagement
Educate clients about new products and enhancements to strengthen relationships
Plan and execute targeted sales initiatives and client engagement events
Collaborate with group companies to offer integrated financial solutions
Maintain detailed records of client interactions and relationship history
Monitor and resolve customer complaints and queries within defined turnaround times (TAT)<h4>Experience Level</h4>Mid Level

Assistant Relationship Manager

Branch Relationship Officer - Used Car <table border="0" cellpadding="0" cellspacing="0" width="1332"><tbody><tr><td height="19" width="4.954954954954955%"> </td><td class="xl68" width="15.84084084084084%"><a href="#RANGE!A1">Home</a></td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="26"> </td><td class="xl100" colspan="5"> Sales officer - USED CARS</td><td> </td></tr><tr><td height="26"> </td><td class="xl69">SNO.</td><td class="xl69">OBJECTIVE</td><td class="xl69">WEIGHTAGE</td><td class="xl69">KEY PERFORMANCE INDICATOR</td><td class="xl69">Annexure</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">1</td><td class="xl71">Deliver UC disbursemet as per productivity norms by managing SO productivity </td><td class="xl72">40%</td><td class="xl73">Branch Sales Manager Productivity as  defined</td><td class="xl74">As per annexure 1</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">2</td><td class="xl71">Maintain branch  profitability WIRR to be 17% and PF to be 1.1%</td><td class="xl72">20%</td><td class="xl73">WIRR to be 17% &amp;  PF to be 1.1%</td><td class="xl74">As per annexure 2</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">3</td><td class="xl71">PDD Collection Plan </td><td class="xl72">10%</td><td class="xl73">Branch 60+DPD PDD should be with in 5%</td><td class="xl74">As per annexure 3</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">4</td><td class="xl75">Manage and monitor the portfolio quality and follow up with ED cases for timely resolution</td><td class="xl76">10%</td><td class="xl77">% of ED (12 months) </td><td class="xl74">As per annexure 4</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">5</td><td class="xl78">Training Mandays</td><td class="xl79">5%</td><td class="xl74">Average Mandays of Training per Team Member</td><td class="xl74">As per annexure 5</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">6</td><td class="xl78">Process Orientation</td><td class="xl79">5%</td><td class="xl74">Audit Score</td><td class="xl80">As per annexure 6</td><td> </td></tr><tr><td height="64"> </td><td class="xl70">7</td><td class="xl81">Team Management</td><td class="xl79">10%</td><td class="xl74">% of Attrition &amp; % of eligible employees earning incentive</td><td class="xl80">As per annexure 7</td><td> </td></tr><tr><td height="19"> </td><td class="xl82"> </td><td class="xl83"> </td><td class="xl83"> </td><td class="xl84"> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="20"> </td><td class="xl103" colspan="6">Annexure - 1</td></tr><tr><td height="37"> </td><td class="xl85"> Scoring method</td><td class="xl86">5 (Outstanding)</td><td class="xl86">4 (Excellent)</td><td class="xl86">3 (Very Good)</td><td class="xl86">2 (Good)</td><td class="xl87">1 (Adequate)</td></tr><tr><td height="37"> </td><td class="xl88">Actual Disbursement Vs Objectives</td><td class="xl89">&gt;110%</td><td class="xl90">101 - 110%</td><td class="xl89">91 - 100%</td><td class="xl90">80 - 90%</td><td class="xl91">&lt;80%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl106" colspan="6">Annexure - 2</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">% Achievement</td><td class="xl93">&gt;120%</td><td class="xl94">100% - 120%</td><td class="xl93">95% - 100%</td><td class="xl94">85% - 95%</td><td class="xl73">&lt;85%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl106" colspan="6">Annexure - 3</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl77">% of ED (12 months)</td><td class="xl93">&lt;=1.0%</td><td class="xl93">1.1 - 2.0%</td><td class="xl93">2.1 - 3.0%</td><td class="xl93">3.1 - 4.0 %</td><td class="xl93">&gt; 4.0%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl106" colspan="6">Annexure - 4</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">% Achievement</td><td class="xl93">&gt;120%</td><td class="xl94">100% - 120%</td><td class="xl93">95% - 100%</td><td class="xl94">85% - 95%</td><td class="xl73">&lt;85%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl97" colspan="6">Annexure - 5</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">% Achievement</td><td class="xl93">&gt;120%</td><td class="xl94">100% - 120%</td><td class="xl93">95% - 100%</td><td class="xl94">85% - 95%</td><td class="xl73">&lt;85%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl97" colspan="6">Annexure-6</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="36"> </td><td class="xl73">Average Mandays of Training per Team Member</td><td class="xl93">&gt;=3</td><td class="xl94">2.5-2.99</td><td class="xl93">2-2.49</td><td class="xl94">1-1.99</td><td class="xl73">&lt;1</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl97" colspan="6">Annexure-7</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">Audit Score</td><td class="xl93">&gt;95%</td><td class="xl94">91 - 95%</td><td class="xl93">81-90%</td><td class="xl94">71-80%</td><td class="xl73">&lt;71</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td height="19"> </td><td class="xl97" colspan="6">Annexure-8</td></tr><tr><td height="36"> </td><td class="xl92"> Scoring method</td><td class="xl92">5 (Outstanding)</td><td class="xl92">4 (Excellent)</td><td class="xl92">3 (Very Good)</td><td class="xl92">2 (Good)</td><td class="xl92">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">Attrition %</td><td class="xl93">&lt;10% Annualized Attrition</td><td class="xl94">11% - 15% Annualized Attrition</td><td class="xl93">16% - 25% Annualized Attrition</td><td class="xl94">26% -35% Annualized Attrition</td><td class="xl73">&gt;35% Annualized Attrition</td></tr><tr><td height="36"> </td><td class="xl95">% of eligible employees earning incentive</td><td class="xl96">&gt;75% of employees earned incentive</td><td class="xl96">&gt;50%-75% of employees earned incentive</td><td class="xl96">35%-49% of employees earned incentive</td><td class="xl96">20-34% of employees earned incentive</td><td class="xl96">&lt;20% of employees earned incentive</td></tr></tbody></table>

Equitas Small Finance Ltd

Branch Relationship Officer

Relationship Manager-Commercial Vehicle (CV)-Retail-Business DevelopmentAs a Relationship Manager, you will be responsible for developing and managing relationships with commercial vehicle dealerships and their customers. Your primary goal will be to understand their financial needs and provide tailored banking solutions. You will work closely with our sales and operations teams to ensure a seamless customer experience and drive business growth.
<ul><li> Build and maintain strong relationships with commercial vehicle dealerships and their key stakeholders.</li><li> Understand the financial needs and requirements of dealerships and their customers, offering tailored banking solutions.</li><li> Collaborate with sales and operations teams to develop and execute strategies for business growth.</li><li> Ensure timely and accurate processing of loan applications, maintaining high standards of customer service.</li><li> Monitor and analyze market trends and competitor activities to identify new business opportunities.</li><li> Conduct regular reviews and assessments of dealership performance and financial health.</li><li> Provide regular updates and reports to senior management on business development activities and progress.</li><li> Maintain a high level of professionalism and ethical standards in all interactions with clients and colleagues.</li><li> Stay updated with industry regulations and ensure compliance in all banking activities.</li><li> Act as a brand ambassador for Kotak Mahindra Bank, promoting our products and services to potential clients.</li></ul><ul><li> Bachelor's degree in Business Administration, Finance, or a related field.</li><li> Minimum 3 years of experience in relationship management or business development, preferably in the banking or financial services industry.</li><li> Strong knowledge of commercial vehicle financing and the automotive industry is preferred.</li><li> Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.</li><li> Proven track record of achieving sales targets and driving business growth.</li><li> Ability to work independently and manage multiple tasks simultaneously.</li><li> Proficiency in Microsoft Office and other relevant software tools.</li><li> Strong analytical skills and attention to detail.</li><li> Willingness to travel for business purposes as required.</li><li> Ability to work in a fast-paced, dynamic environment and adapt to changing business needs.</li></ul><h4>Experience Level</h4>Mid Level

Commercial Vehicle Sales Executive

Credit Manager-Loan Against Property (LAP)-CreditAs the Credit Manager, you will be responsible for overseeing the entire credit process for LAP loans, ensuring efficient and effective operations. Your role will involve strategic planning, team management, and maintaining strong relationships with clients and partners. You will play a crucial role in driving the company's credit strategy and contributing to its overall success.
<ul><li> Lead and manage the LAP Credit department, providing strategic direction and oversight.</li><li> Develop and implement credit policies and procedures to ensure compliance and minimize risk.</li><li> Review and approve LAP loan applications, conducting thorough credit assessments.</li><li> Monitor and analyze credit performance, identifying trends and areas for improvement.</li><li> Build and maintain strong relationships with clients, understanding their financial needs and offering tailored solutions.</li><li> Collaborate with other departments to ensure seamless loan processing and customer satisfaction.</li><li> Train and mentor the credit team, fostering a culture of continuous learning and development.</li><li> Stay updated on industry trends and best practices in credit management.</li><li> Prepare and present periodic reports to senior management, providing insights and recommendations.</li><li> Ensure compliance with regulatory requirements and maintain high ethical standards.</li></ul><ul><li> Bachelor's degree in Finance, Business, or a related field, with a preference for a Master's degree.</li><li> Minimum 8 years of experience in credit management, with a strong background in LAP loans.</li><li> Proven track record of successful credit management and business growth.</li><li> Excellent knowledge of credit risk assessment and mitigation strategies.</li><li> Strong leadership and management skills, with the ability to motivate and mentor a team.</li><li> Analytical mindset with proficiency in data analysis and interpretation.</li><li> Excellent communication and interpersonal skills, with the ability to build relationships.</li><li> Proficiency in using credit analysis tools and software.</li><li> Ability to work independently and make sound decisions under pressure.</li><li> Strong ethical standards and a commitment to maintaining confidentiality.</li></ul><h4>Experience Level</h4>Senior Level

Credit Manager

Relationship Manager - Retail <table border="0" cellpadding="0" cellspacing="0" width="512"><tbody><tr><td class="xl71" height="21" width="12.5%"><a href="#RANGE!A1">Home</a></td><td class="xl72" width="12.5%"> </td><td class="xl72" width="12.5%"> </td><td class="xl72" width="12.5%"> </td><td class="xl72" width="12.5%"> </td><td class="xl72" width="12.5%"> </td><td width="12.5%"> </td><td width="12.5%"> </td></tr><tr><td class="xl108" colspan="4" height="25">Key Result Areas Position : Relationship Officer - MFI</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl73" height="100">S.NO.</td><td class="xl74">DESIRED RESULT</td><td class="xl74">WEIGHTAGE</td><td class="xl75">KEY PERFORMANCE INDICATOR</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td class="xl76">1162352</td></tr><tr><td class="xl77" height="160">1</td><td class="xl78">Ensure achievement of collections target set for allocated centres. </td><td class="xl79">50%</td><td class="xl80">% of regular Collections (as per annexure 1)</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl81" height="140">2</td><td class="xl78">Ensure achievement of new members through AOC </td><td class="xl79">20%</td><td class="xl80">% of Achievement (as per annexure 2)</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl77" height="260">3</td><td class="xl78">Achieving the set targets for Cross Sell products</td><td class="xl79">10%</td><td class="xl80">% of  Cross Sell Penetration Achievement % RD &amp; APY Collections (as per annexure 3)</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl81" height="120">4</td><td class="xl78">Member Retention</td><td class="xl79">10%</td><td class="xl80">% of Achievement (as per annexure 4)</td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl82" height="60">5</td><td class="xl83">Self Development</td><td class="xl79">5%</td><td class="xl84">Annexure 5</td><td class="xl72"> </td><td class="xl85"> </td><td> </td><td> </td></tr><tr><td class="xl82" height="60">6</td><td class="xl83">Process Orientaition</td><td class="xl79">5%</td><td class="xl84">Annexure 6</td><td class="xl72"> </td><td class="xl85"> </td><td> </td><td> </td></tr><tr><td height="20"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="20">Annexure - 1 </td><td> </td><td> </td></tr><tr><td class="xl86" height="60">Performance Rating</td><td class="xl86" colspan="5">Repayment % to be achieved</td><td> </td><td> </td></tr><tr><td class="xl87" height="60">5 (Excellent)</td><td class="xl87" colspan="5">100% repayment achieved by end of every month during the review period</td><td> </td><td> </td></tr><tr><td class="xl87" height="40">4 (Very Good)</td><td class="xl87" colspan="5">(99.81-100)% repayment achieved by end of every month during the review period</td><td> </td><td> </td></tr><tr><td class="xl87" height="20">3 (Good)</td><td class="xl87" colspan="5">(99.51-99.80)% repayment achieved  by end of every month during the review period</td><td> </td><td> </td></tr><tr><td class="xl87" height="60">2 (Adequate)</td><td class="xl87" colspan="5">(99.31-99.50)% repayment achieved  by end of every month during the review period</td><td> </td><td> </td></tr><tr><td class="xl87" height="80">1 (Far below the expectation)</td><td class="xl87" colspan="5">&lt; 99.3 % repayment achieved  by end of every month during the review period</td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="21">Annexure - 2</td><td> </td><td> </td></tr><tr><td class="xl88" height="61"> Scoring method</td><td class="xl89">5 (Outstanding)</td><td class="xl89">4 (Excellent)</td><td class="xl89">3 (Very Good)</td><td class="xl89">2 (Good)</td><td class="xl90">1 (Adequate)</td><td> </td><td> </td></tr><tr><td class="xl91" height="81">% of AOC Target</td><td class="xl92">&gt;120% of AOC Target</td><td class="xl92">(111 -120)% of AOC Target</td><td class="xl92">(100% - 110%) of AOC Target</td><td class="xl92">(90 -99)% of AOC Target</td><td class="xl92">&lt;90% of AOC Target</td><td> </td><td> </td></tr><tr><td class="xl93" height="21"> </td><td class="xl94"> </td><td class="xl94"> </td><td class="xl94"> </td><td class="xl94"> </td><td class="xl95"> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="21">Annexure - 3</td><td> </td><td> </td></tr><tr><td class="xl88" height="61"> Scoring method</td><td class="xl89">5 (Outstanding)</td><td class="xl89">4 (Excellent)</td><td class="xl89">3 (Very Good)</td><td class="xl89">2 (Good)</td><td class="xl90">1 (Adequate)</td><td> </td><td> </td></tr><tr><td class="xl91" height="81">% of Achievement</td><td class="xl92">&gt;120% of Cross Sell Target</td><td class="xl92">(111 -120)% of Cross Sell Target</td><td class="xl92">(100% - 110%)  of Cross Sell Target</td><td class="xl92">(90 -99)% of Cross Sell Target</td><td class="xl92">&lt;90% of Cross Sell Target</td><td> </td><td> </td></tr><tr><td class="xl96" height="20"> </td><td class="xl97"> </td><td class="xl97"> </td><td class="xl97"> </td><td class="xl97"> </td><td class="xl97"> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="21">Annexure - 4</td><td> </td><td> </td></tr><tr><td class="xl88" height="61"> Scoring method</td><td class="xl89">5 (Outstanding)</td><td class="xl89">4 (Excellent)</td><td class="xl89">3 (Very Good)</td><td class="xl89">2 (Good)</td><td class="xl90">1 (Adequate)</td><td> </td><td> </td></tr><tr><td class="xl91" height="61">% of Achievement</td><td class="xl92">&gt;120% </td><td class="xl92">(111 -120)%</td><td class="xl92">(100% - 110%) </td><td class="xl92">(90 -99)% </td><td class="xl92">&lt;90% </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="21">Annexure - 5</td><td> </td><td> </td></tr><tr><td class="xl88" height="61"> Scoring method</td><td class="xl89">5 (Outstanding)</td><td class="xl89">4 (Excellent)</td><td class="xl89">3 (Very Good)</td><td class="xl89">2 (Good)</td><td class="xl90">1 (Adequate)</td><td> </td><td> </td></tr><tr><td class="xl98" height="121">Average Mandays of Training per Team Member</td><td class="xl99">&gt;=3</td><td class="xl99">2.5-2.99</td><td class="xl99">2-2.49</td><td class="xl99">1-1.99</td><td class="xl99">&lt;1</td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl106" colspan="6" height="21">Annexure - 6</td><td> </td><td> </td></tr><tr><td class="xl100" height="60"> Scoring method</td><td class="xl101">5 (Outstanding)</td><td class="xl101">4 (Excellent)</td><td class="xl101">3 (Very Good)</td><td class="xl101">2 (Good)</td><td class="xl102">1 (Adequate)</td><td> </td><td> </td></tr><tr><td class="xl103" height="40">Audit Score</td><td class="xl104">&gt;95%</td><td class="xl104">91 - 95%</td><td class="xl105">81-90%</td><td class="xl105">71-80%</td><td class="xl105">&lt;71</td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr><tr><td class="xl72" height="20"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td class="xl72"> </td><td> </td><td> </td></tr></tbody></table>

Relationship Manager

Deputy Branch Manager-BRANCH BANKING-Branch BankingDeputy Branch Manager – Branch Banking <ul><li>Lead a team of Relationship Managers / Sr. Branch Relationship Managers.</li><li>Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers.</li><li>Driving customer coverage and Ensuring customer engagement &amp; Retention.</li><li>Drive productivity through the team assigned Desired Candidate Profile</li><li>High energy and drive with a Blend of Sales and Service.</li><li>Ability to manage and motivate front office staff.</li><li>Customer First attitude.</li><li>Graduate: 6 – 8 years of experience.</li><li>Post Graduate: 4 - 6 years of experience.</li><li>Should be Persuasive with excellent interpersonal skills.</li></ul> <h4>Experience Level</h4>Mid Level

Deputy Branch Manager

Branch Relationship Executive - UCV <table border="0" cellpadding="0" cellspacing="0" width="1332"><tbody><tr><td height="19" width="4.954954954954955%"> </td><td class="xl67" width="15.84084084084084%"><a href="#RANGE!A1">Home</a></td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td width="15.84084084084084%"> </td><td class="xl68" width="15.84084084084084%"> </td></tr><tr><td height="19"> </td><td class="xl97"> </td><td> </td><td> </td><td> </td><td> </td><td class="xl68"> </td></tr><tr><td height="30"> </td><td class="xl99" colspan="5">Sales Officer - UCV</td><td class="xl68"> </td></tr><tr><td height="30"> </td><td class="xl102" colspan="5">Key Result Area</td><td class="xl68"> </td></tr><tr><td height="30"> </td><td class="xl105" colspan="5">Weightage 100 %</td><td class="xl68"> </td></tr><tr><td height="30"> </td><td class="xl69">SNO.</td><td class="xl69">OBJECTIVE</td><td class="xl69">WEIGHTAGE</td><td class="xl69">KEY PERFORMANCE INDICATOR</td><td class="xl69">Annexure</td><td> </td></tr><tr><td class="xl75" height="52"> </td><td class="xl70">1</td><td class="xl71">Deliver UCV disbursemet as per productivity norms </td><td class="xl72">40%</td><td class="xl73">Actual Disbursement Vs Objectives</td><td class="xl74">As per annexure 1</td><td class="xl75"> </td></tr><tr><td class="xl75" height="52"> </td><td class="xl70">2</td><td class="xl71">Manage, Monitor &amp; Track the portfolio quality by keeping the ED cases as per threshold limits</td><td class="xl76">15%</td><td class="xl73">% Achievement</td><td class="xl74">As per annexure 2</td><td class="xl75"> </td></tr><tr><td class="xl75" height="52"> </td><td class="xl70">3</td><td class="xl71">Completion of PDD on time for the loans disbursed</td><td class="xl76">15%</td><td class="xl73">% Achievement</td><td class="xl74">As per annexure 3</td><td class="xl77"> </td></tr><tr><td class="xl75" height="52"> </td><td class="xl78">4</td><td class="xl79">Self Development</td><td class="xl80">5%</td><td class="xl81">Average Mandays of Training per Team Member</td><td class="xl74">As per annexure 4</td><td class="xl82"> </td></tr><tr><td class="xl75" height="52"> </td><td class="xl78">5</td><td class="xl79">Process Orientation</td><td class="xl80">5%</td><td class="xl73">Audit score</td><td class="xl74">As per annexure 5</td><td class="xl75"> </td></tr><tr><td height="19"> </td><td class="xl97"> </td><td> </td><td> </td><td> </td><td> </td><td class="xl68"> </td></tr><tr><td height="20"> </td><td class="xl108" colspan="6">Annexure - 1</td></tr><tr><td height="37"> </td><td class="xl83"> Scoring method</td><td class="xl84">5 (Outstanding)</td><td class="xl84">4 (Excellent)</td><td class="xl84">3 (Very Good)</td><td class="xl84">2 (Good)</td><td class="xl85">1 (Adequate)</td></tr><tr><td height="37"> </td><td class="xl86">Officer - Sales (Avg Disbursment / month)</td><td class="xl87">&gt; Rs. 23.0 lacs</td><td class="xl87">Rs. 20.1 - Rs. 23.0 lacs</td><td class="xl87">Rs.17.1 - 20.0 lacs</td><td class="xl87">Rs. 15.0 - Rs. 17.0 lacs</td><td class="xl88">&lt; Rs. 15.0 lacs</td></tr><tr><td height="37"> </td><td class="xl86">Assistant Manager - Sales (Avg Disbursement/month)</td><td class="xl87">&gt; Rs. 29.0 lacs</td><td class="xl87">Rs. 26.1 - Rs. 29.0 lacs</td><td class="xl87">Rs. 23.1 - 26.0 lacs</td><td class="xl87">Rs. 20.0 - Rs. 23.0 lacs</td><td class="xl88">&lt; Rs. 20.0 lacs</td></tr><tr><td height="19"> </td><td class="xl89"> </td><td class="xl89"> </td><td class="xl89"> </td><td class="xl89"> </td><td class="xl89"> </td><td class="xl90"> </td></tr><tr><td height="19"> </td><td class="xl98" colspan="6">Annexure - 2</td></tr><tr><td height="36"> </td><td class="xl91"> Scoring method</td><td class="xl91">5 (Outstanding)</td><td class="xl91">4 (Excellent)</td><td class="xl91">3 (Very Good)</td><td class="xl91">2 (Good)</td><td class="xl91">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">% Achievement</td><td class="xl92">&gt;120%</td><td class="xl93">100% - 120%</td><td class="xl92">95% - 100%</td><td class="xl93">85% - 95%</td><td class="xl73">&lt;85%</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td class="xl68"> </td></tr><tr><td height="19"> </td><td class="xl98" colspan="6">Annexure - 3</td></tr><tr><td height="36"> </td><td class="xl91"> Scoring method</td><td class="xl91">5 (Outstanding)</td><td class="xl91">4 (Excellent)</td><td class="xl91">3 (Very Good)</td><td class="xl91">2 (Good)</td><td class="xl91">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">% Achievement</td><td class="xl92">&gt;120%</td><td class="xl93">100% - 120%</td><td class="xl92">95% - 100%</td><td class="xl93">85% - 95%</td><td class="xl73">&lt;85%</td></tr><tr><td height="19"> </td><td class="xl94"> </td><td class="xl95"> </td><td class="xl96"> </td><td class="xl96"> </td><td class="xl96"> </td><td class="xl96"> </td></tr><tr><td height="19"> </td><td class="xl98" colspan="6">Annexure - 4</td></tr><tr><td height="36"> </td><td class="xl91"> Scoring method</td><td class="xl91">5 (Outstanding)</td><td class="xl91">4 (Excellent)</td><td class="xl91">3 (Very Good)</td><td class="xl91">2 (Good)</td><td class="xl91">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">Collection</td><td class="xl92">&gt;95%</td><td class="xl93">91 - 95%</td><td class="xl92">81-90%</td><td class="xl93">71-80%</td><td class="xl73">&lt;71</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td class="xl68"> </td></tr><tr><td height="19"> </td><td class="xl98" colspan="6">Annexure-5</td></tr><tr><td height="36"> </td><td class="xl91"> Scoring method</td><td class="xl91">5 (Outstanding)</td><td class="xl91">4 (Excellent)</td><td class="xl91">3 (Very Good)</td><td class="xl91">2 (Good)</td><td class="xl91">1 (Adequate)</td></tr><tr><td height="36"> </td><td class="xl73">Average Mandays of Training per Team Member</td><td class="xl92">&gt;=3</td><td class="xl93">2.5-2.99</td><td class="xl92">2-2.49</td><td class="xl93">1-1.99</td><td class="xl73">&lt;1</td></tr><tr><td height="19"> </td><td> </td><td> </td><td> </td><td> </td><td> </td><td class="xl68"> </td></tr><tr><td height="19"> </td><td class="xl98" colspan="6">Annexure-6</td></tr><tr><td height="36"> </td><td class="xl91"> Scoring method</td><td class="xl91">5 (Outstanding)</td><td class="xl91">4 (Excellent)</td><td class="xl91">3 (Very Good)</td><td class="xl91">2 (Good)</td><td class="xl91">1 (Adequate)</td></tr><tr><td height="19"> </td><td class="xl73">Audit Score</td><td class="xl92">&gt;95%</td><td class="xl93">91 - 95%</td><td class="xl92">81-90%</td><td class="xl93">71-80%</td><td class="xl73">&lt;71</td></tr></tbody></table>

Branch Relationship Executive

Relationship Manager-Business Banking-Affluent-Priority-Regional salesRole:<ul><li>Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group</li><li>Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness</li><li>Formulate and implement the sales plan to acquire new HNI clients and increase the customer base</li><li>Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  </li><li>Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements</li><li>Ensure client contactability at all times though regular connect with them in weekly/ monthly calls</li><li>Resolve client queries for the managed book within the specified TAT</li><li>Plan and conduct special sales initiatives and events for prospective and existing clients</li><li>Endure adherence to all bank and regulatory processes at all times</li></ul>Job Requirement:<ul><li>Aptitude to deliver high quality customer service by using organization and interpersonal skills</li><li>Decision making skills with strong sense of ownership </li><li>Ability to work under pressure</li><li>Experience in building and maintaining HNI customer relationships</li></ul><h4>Experience Level</h4>Mid Level

Elite Relationship Manager-BRANCH BANKING-Branch BankingElite Relationship Manager 



Department
Retail Liabilities


Location
 


Number of Positions
 


Level
Manger / Senior Manager



  <ul><li>Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.</li><li>Ensures high levels of customer service orientation and application of bank policy.</li><li>Cross sells existing bank products to customers.</li><li>Informs customers of new products or product enhancements to further expand the banking relationship.</li><li>Plans and conducts special sales initiatives and events for prospective and existing clients.</li><li>Coordinates with other group companies to provide seamless access to other products.</li><li>Maintains complete relationship record for assigned customer accounts.</li><li>Tracks customer complaints/queries and turnaround times for customer satisfaction </li></ul>    <ul><li>3 to 4 years work experience, At least 1+ years at Relationship Manager Role.</li><li>Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.</li><li>Very good understanding of Trade and Forex.</li><li>Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc</li><li>Understanding of MF and Insurance an added advantage Customer orientation,</li><li>High energy and drive.</li><li>Go getter attitude.</li><li>Self motivated with a passion to achieve.</li></ul>  <h4>Experience Level</h4>Mid Level

Elite Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-SalesElite Relationship Manager  Department
WCG – Elite


 
 


Reporting Relationship
Will report to TBM/ABM/RBM


Position Grade
M3/M4/M5



  Job Role <ul><li>To understand clients business &amp; provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.</li><li>To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share</li><li>Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. </li><li>To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship &amp; Group companies.</li><li>To build relationships with key persons (CFOs/ promoters) in the target segments &amp; build client trust &amp; confidence. </li><li>Focus on continually increasing book size and profitability of the assigned portfolio.</li><li>To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. </li><li>To be alert on competitive elements in the target segments (viz. other banks etc.) &amp; augment the presence and penetration of the Kotak brand in the target market </li><li>Maintain high caliber client service. </li><li>Improve efficiency by monitoring &amp; overseeing continuous improvement of processes </li><li>Share rapport with other operating units to customize and develop solutions</li><li>To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. </li></ul> Job Requirement <ul><li>Excellent written and oral communication skills </li><li>Preferably MBA/ CA </li><li>Experience: 2-3 years’ experience in the local market preferably some background in Sales &amp; Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate &amp; fees.</li><li>Strong oral and written Communication</li><li>Relationship Management Skill </li><li>Good influencing skills </li><li>Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc. </li></ul> <h4>Experience Level</h4>Mid Level

Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-SalesJob Role<ul><li>To understand clients business &amp; provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.</li><li>To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share</li><li>Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. </li><li>To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship &amp; Group companies.</li><li>To build relationships with key persons (CFOs/ promoters) in the target segments &amp; build client trust &amp; confidence. </li><li>Focus on continually increasing book size and profitability of the assigned portfolio.</li><li>To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. </li><li>To be alert on competitive elements in the target segments (viz. other banks etc.) &amp; augment the presence and penetration of the Kotak brand in the target market </li><li>Maintain high caliber client service. </li><li>Improve efficiency by monitoring &amp; overseeing continuous improvement of processes </li><li>Share rapport with other operating units to customize and develop solutions</li><li>To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc. </li></ul> Job Requirement<ul><li>Excellent written and oral communication skills </li><li>Experience: 2-3 years’ experience in the local market preferably some background in Sales &amp; Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate &amp; fees.</li><li>Strong oral and written Communication</li><li>Relationship Management Skill </li><li>Good influencing skills </li><li>Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc. </li></ul><h4>Experience Level</h4>Mid Level

Location Credit Manager-AGRI-FIN-PROJECTS (AF)-CreditLocation Credit Manager-Agri Business Group (ABG)-Credit JOB DESCRIPTIONGrade-M5 AboveFunction- Agri creditRole – location Credit manager   Max age limit- 25 +Experience- CA – 1 years;  <ul><li>Candidate should not be from Retail Credit</li><li>Should have Underwriting experience in ticket size of Rs upto 15 Crs</li><li>Market, Competitor &amp; Dealer visits as per the requirement and continuous updating of the happening/ changes in the market place which would help in acting proactively</li><li>Timely processing of proposals as per TAT to ensure better time to market</li><li>Ensuring compliance of terms and conditions of sanctions by liasioning with the RMs and company involved</li><li>Continuous monitoring of Infant Delinquencies.</li></ul>   <h4>Experience Level</h4>Mid Level

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Banking / Insurance / Financial Services Jobs - 40 Verified Vacancies

Area Sales Manager

Retail Relationship Manager

Assistant Relationship Manager

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Commercial Vehicle Sales Executive

Credit Manager

Relationship Manager

Deputy Branch Manager

Branch Relationship Executive

Relationship Manager

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Relationship Manager

Assistant Relationship Manager

Area Credit Manager

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