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Relationship Manager-PRIME VISHWAAS-SalesRelationship Manager – Prime Vishwaas Sales – M1 Job role &amp; Responsibilities: <ul><li>Manage Auto loan through Car Dealers, Direct Sales Agents  &amp; Direct Sales Teams </li><li>Empanelment of New car Dealers, DSA &amp; DST in the Market</li><li>Accountable for sales performance &amp; Productivity of team</li><li>Conduct Training for all the channels &amp; Team on Product, Policy &amp; Market Changes</li><li>Manage Business Promotional activities with Channels</li><li>Responsible for tracking channels &amp; Team for Quality sourcing &amp; Healthy portfolio</li><li>Interact with credit team, &amp; Get business approvals</li><li>Keep close watch on competitor product, Policy &amp; Market strategy</li></ul> Deliverables : <ul><li>Recruit, Train &amp; Motivate channel sales team achieve sales targets</li><li>Guide channel sales team &amp; introduce clients to them</li><li>Maintain knowledge on all bank product &amp; series &amp; assist to resolve customer queries</li><li>Develop new relationships with customers to increase revenue &amp; accounts</li></ul> <h4>Experience Level</h4>Mid Level

Kotak Mahindra Bank

Relationship Manager - Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations<ol><li>Handle current portfolio of Commercial Vehicles </li><li>Handling the loans of Commercial (Used/New). </li></ol> <ol start="3"><li>Handle the whole process of providing Vehicle loan to customers. </li><li>Follow up EMI customers &amp; arrears customers for collection. </li><li>Developing the new market area and gathering market information.</li></ol><ol><li>Always try to make new dealers in the market to generate sales. </li><li>Maintaining good relation with Dealers and also with existing Clients. </li><li>Identify bottlenecks / areas of development in the entire customer life cycle process and share insights with product desk.</li><li>Knowledge of CV, LCV, Refinance </li><li>Knowledge of Dealerships of Commercial Vehicle in local market</li></ol><ul><li>Post Graduate Diploma in Management.</li><li>Excellent Interpersonal and People Management Skills.</li><li>Strong Financial acumen.</li><li>Stakeholder management &amp; team handling skills.</li><li>Innovative &amp; Zeal to work on challenging assignments. </li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-Loan Against Property (LAP)-SalesJob Description Job Title: Relationship Manager – LAPDesignation: ManagerDepartment: Sales – Loan Against PropertyReporting to: Area Sales ManagerLocation: [Specify Location]About Kotak Mahindra Prime Ltd.Kotak Mahindra Prime Ltd., a subsidiary of Kotak Mahindra Bank, is one of India’s leading non-banking financial companies (NBFCs), focused on vehicle and asset-backed financing solutions. Operating in a highly competitive NBFC ecosystem, we are committed to delivering fast, flexible, and customer-centric lending solutions.Role ObjectiveTo drive growth in the Loan Against Property (LAP) business by sourcing high-quality cases through DSA (Direct Selling Agent) channels, ensuring portfolio health, and building strong market relationships.Key ResponsibilitiesBusiness Sourcing: - Acquire LAP customers through DSA channels while adhering to internal policies and external regulatory guidelines. - Identify and onboard high-potential DSAs and maintain strong working relationships.Sales &amp; Target Achievement: - Meet or exceed assigned monthly and quarterly disbursement and fee income targets. - Monitor and drive business volumes in a competitive market, maintaining a healthy pipeline.Credit &amp; Risk Coordination: - Liaise with credit and operations teams to ensure smooth file processing and disbursal. - Perform initial screening of customer financials and property documents before file submission.Market Intelligence &amp; Relationship Management: - Track competitor offerings, pricing, and market dynamics. - Maintain strong relationships with DSAs, customers, and internal stakeholders.Compliance &amp; Documentation: - Ensure thorough KYC, property valuation, and legal documentation as per company standards. - Adhere to audit requirements, regulatory norms, and internal processes.  Candidate ProfileEducation: Graduate (minimum qualification)Experience: Minimum 3 years of relevant experience in LAP/Home Loan/SME Lending in the Banking or NBFC sector as a full-time permanent employee.Skills: - Strong relationship management and interpersonal skills - Understanding of secured lending and property-related documentation - High level of self-motivation with a go-getter attitude - Comfortable working in a high-performance, target-driven environmentWhat We Look For• A professional who is passionate about sales and willing to go above and beyond. • Someone who can thrive in a fast-paced, competitive landscape with a solution-oriented mindset.<h4>Experience Level</h4>Mid Level

Relationship Manager - Key Partnership Group<h4>Role Summary</h4>In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups&amp; primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations &amp; Product tower, Process Excellence group, Claims,Finance,legal, Business Intelligence, marketing &amp; Human Resource teams for the process. Ensuring that we deliver best of our services to client as well as to banks. <h4>Key Accountabilities/ Responsibilities</h4>Responsible for Achieving overall Gross Written Premium<ul><li>Team Management.</li><li>Channel Relationship.</li><li>Visit Branches</li><li>Conduct Meetings</li><li>Regular training of Bank employees regarding TAGIC Products.</li></ul>To maintain Renewal of Business<ul><li>Timely follow up with the clients.</li><li>Tracking religiously in first week of every month.</li><li>Driving Bank for retention first</li></ul>Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹To maintain the Hygiene<ul><li>Proper QC and issuance of premium collected.</li><li>Proactive in handling claims.</li></ul>Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Ã¢Â€Â‹Responsible for getting new Business.<ul><li>New LOBs, New product customized for Banking products.</li></ul><h4>Stakeholder interfaces</h4>Internal clients<ul><li>Operations (BOPs&amp; COPs) – for the issuance ,endorsement,  Banking operations etc.</li><li>Under writing Team – for Quotations </li><li>Human Resources – to know queries regarding the talent pool accordingly</li><li>Claims Team – Regularly for the claim settlements</li></ul>External clients<ul><li>Banks and NBFCs</li><li>End customers </li></ul><h4>Experience</h4>               <h4>Education</h4>               <h4>Experience Level</h4>Mid Level

Tata Aig General Insurance Company Limited

Relationship Manager-Loan Against Property (LAP)-SalesJob Responsibilities:<ul><li>Should have experience in Mortgage Loan, Loan against property</li><li>Generating business from DSAs.                              </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 3 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

Relationship Manager-Bharat Business-Bharat Business Loans-SalesThe Relationship Manager – LAP &amp; Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention.

  

Key Responsibilities:·       Business Development:o   Source new clients through market visits, channel partners, and referrals.o   Promote LAP and affordable home loan products in the assigned territory.o   Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners.·       Customer Relationship Management:o   Manage customer lifecycle from lead generation to loan disbursement.o   Handle client queries and ensure timely resolution.o   Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals.·       Credit Assessment:o   Conduct initial credit evaluation and financial analysis of customers.o   Ensure compliance with company’s risk policy and documentation standards.o   Liaise with credit and operations teams to ensure smooth processing and disbursement of loans.·       Sales Target Achievement:o   Achieve monthly and quarterly sales targets for LAP and affordable loans.o   Monitor performance and proactively take corrective actions to ensure goals are met.·       Market Intelligence:o   Keep abreast of market trends, competitor products, and pricing strategies.o   Provide feedback and insights to the product and marketing teams.Skills Required:·       Strong interpersonal and communication skills·       Proven sales and negotiation abilities·       Customer-centric mindset·       Ability to work independently and in a teamGood knowledge of financial documents and credit underwriting<h4>Experience Level</h4>Mid Level

Relationship Manager - Key Partnership Group<h4>Role Summary</h4>               <h4>Key Accountabilities/ Responsibilities</h4>               <h4>Stakeholder interfaces</h4>               <h4>Experience</h4>               <h4>Education</h4>               <h4>Experience Level</h4>Mid Level

Relationship Manager-Bharat Business-Bharat Business Loans-SalesThe Relationship Manager – LAP &amp; Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan portfolio. The role involves business development, credit analysis, and providing exceptional customer service to ensure high customer satisfaction and retention<ul><li>Business Development:<ul><li>Source new clients through market visits, channel partners, and referrals.</li><li>Promote LAP and affordable home loan products in the assigned territory.</li><li>Build and maintain relationships with key stakeholders like builders, real estate agents, and DSA partners.</li></ul></li><li>Customer Relationship Management:<ul><li>Manage customer lifecycle from lead generation to loan disbursement.</li><li>Handle client queries and ensure timely resolution.</li><li>Regularly follow up with existing customers for renewals, cross-sell opportunities, and referrals.</li></ul></li><li>Credit Assessment:<ul><li>Conduct initial credit evaluation and financial analysis of customers.</li><li>Ensure compliance with company’s risk policy and documentation standards.</li><li>Liaise with credit and operations teams to ensure smooth processing and disbursement of loans.</li></ul></li><li>Sales Target Achievement:<ul><li>Achieve monthly and quarterly sales targets for LAP and affordable loans.</li><li>Monitor performance and proactively take corrective actions to ensure goals are met.</li></ul></li><li>Market Intelligence:<ul><li>Keep abreast of market trends, competitor products, and pricing strategies.</li><li>Provide feedback and insights to the product and marketing teams.</li></ul></li></ul><ul><li>Bachelor’s degree in Business Administration, Finance, or related field (MBA preferred)</li><li>2-5 years of experience in sales of LAP, home loans, or affordable housing loans</li><li>Knowledge of local market and customer base</li><li>Understanding of lending norms, credit assessment, and compliance </li><li>Strong interpersonal and communication skills</li><li>Proven sales and negotiation abilities</li><li>Customer-centric mindset</li><li>Ability to work independently and in a team</li><li>Good knowledge of financial documents and credit underwriting</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager - HNI-Kotak Private Banking-Relationship ManagerAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management.
As a Relationship Manager – HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized financial solutions and delivering exceptional service. Your role will encompass the following key areas: 1. Client Acquisition &amp; Business Development Identify and acquire new HNI clients through strategic networking, referrals, and market research. Explore and develop new territories to expand the client base and increase market penetration. Build a strong pipeline of prospective clients and convert leads into long-term relationships. 2. Relationship Management Serve as the primary point of contact for assigned HNI clients, ensuring consistent engagement and satisfaction. Understand clients’ financial goals, preferences, and risk profiles to deliver customized solutions. Strengthen client relationships to increase share of wallet and ensure long-term retention. 3. Investment Advisory &amp; Financial Planning Provide expert guidance on financial planning, asset allocation, and portfolio structuring. Recommend suitable investment products across asset classes including equity, debt, mutual funds, structured products, and alternative investments. Stay abreast of market trends and economic developments to offer timely and relevant advice. 4. Portfolio Management &amp; Revenue Growth Monitor client portfolios regularly to ensure alignment with financial objectives and market conditions. Drive growth in Assets Under Management (AUM) by cross-selling Kotak’s suite of banking and investment products. Identify opportunities to enhance revenue through upselling and product bundling. 5. Cross-Functional Collaboration Collaborate with internal teams across banking, insurance, and investment divisions to deliver comprehensive financial solutions. Coordinate with product specialists and research analysts to provide clients with expert insights and recommendations. 6. Compliance &amp; Risk Management Ensure full compliance with regulatory requirements, internal policies, and documentation standards. Maintain high levels of confidentiality, integrity, and professionalism in all client interactions. Conduct periodic reviews and audits to ensure adherence to risk and compliance frameworks. 7. Sales Target Achievement Consistently meet and exceed assigned sales targets, revenue goals, and client acquisition metrics. Prepare and present performance reports to management, highlighting achievements and areas for improvement. Participate in strategic planning and contribute to the overall growth of the Private Banking business.<h4>Experience Level</h4>Mid Level

Relationship Manager - HF-HOUSING FINANCE-SalesJob role:<ul><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new DSAs / Branches</li><li>Manage and grow the Direct Sales team and focus on increased Productivity</li><li>Marketing and encashing catchment areas</li><li>Meeting HNI clients and explaining various products related to Loan against property/HF</li><li>Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets</li><li>Responsible for Project approvals of Builders</li><li>Ensure additional revenue generation through cross – sell &amp; Multi selling of Insurance, CASA , Credit Cards etc.</li><li>Training &amp; Development of the DST Team and DSAs</li><li>Liasoning with Internal teams for business like Credit, Legal, Technical, RCU &amp; Operations</li><li>Responsible for end to end processing of the case and updating the status of the same to the customers.</li><li>Ensuring Top Class service for Customers for better NPS Scores</li></ul> <ul><li>Manage sales and distribution through the cross channel and open market channels</li><li>Ensure unilateral growth by adding new DSAs / Branches</li><li>Manage and grow the Direct Sales team and focus on increased Productivity</li><li>Marketing and encashing catchment areas</li><li>Meeting HNI clients and explaining various products related to Loan against property/HF</li><li>Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets</li><li>Responsible for Project approvals of Builders</li><li>Ensure additional revenue generation through cross – sell &amp; Multi selling of Insurance, CASA , Credit Cards etc.</li><li>Training &amp; Development of the DST Team and DSAs</li><li>Liasoning with Internal teams for business like Credit, Legal, Technical, RCU &amp; Operations</li><li>Responsible for end to end processing of the case and updating the status of the same to the customers.</li><li>Ensuring Top Class service for Customers for better NPS Scores</li></ul><ul><li>Candidate worked in Kolkata</li><li>Relevant HL/Mortgage experience atleast 2 to 7 years </li><li>Age between 25 to 35 years</li><li>Graduate / Post Graduate </li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-Affluent-Priority-Regional salesAffluent Relationship Manager JDJob Role- <ul><li>Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group.</li><li>Generate business actions 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>Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements.</li><li>Ensure client contactability at all times through 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>Experience in portfolio management, building and maintaining HNI customer relationships.</li></ul> <h4>Experience Level</h4>Mid Level

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