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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-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 contact ability 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

Relationship Manager-Affluent-Priority-Regional salesRelationship Manager-Affluent-Priority-Regional sales Job DescriptionRole:<ol><li>1. 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>2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness</li><li>3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base</li><li>4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience  </li><li>5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements</li></ol>Ensure client contactability at all times though regular connect with them in weekly/ monthly calls<ol><li>6. Resolve client queries for the managed book within the specified TAT</li><li>7. Plan and conduct special sales initiatives and events for prospective and existing clients</li></ol>Endure adherence to all bank and regulatory processes at all timesJob Requirement:<ul><li>1. Aptitude to deliver high quality customer service by using organization and interpersonal skills</li><li>2. Decision making skills with strong sense of ownership </li><li>3. Ability to work under pressure</li><li>4. Experience in building and maintaining HNI customer relationships</li></ul> <h4>Experience Level</h4>Mid Level

Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations  



Department
Commercial Vehicles


Location
Mumbai


Reporting Relationships
Senior Manager


Number of Positions
3


Position Grade
M1



     <ol><li>Handle current portfolio of Commercial Vehicles</li></ol> <ol><li>Handling the loans of Commercial (Used/New). </li></ol> <ol><li>Handle the whole process of providing Vehicle loan to customers.</li></ol> <ol><li>Follow up EMI customers &amp; arrears customers for collection.</li></ol> <ol><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></ol> <ol><li>Maintaining good relation with Dealers and also with existing Clients.</li></ol> <ol><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></ol> <ol><li>Knowledge of Dealerships of Commercial Vehicle in local market</li></ol>   <ol><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></ol> <ol><li>Innovative &amp; Zeal to work on challenging assignments. </li></ol>    P Job Role










 
 
 
 
 


 
 






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 Job Role<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

Relationship Manager-ALAP-CFD OTHERS-SalesJob Role:  Manage sales and distribution through the cross channel and open market channels  Ensure unilateral growth by adding new DSAs / Branches  Manage and grow the Direct Sales team and focus on increased Productivity  Marketing and encashing catchment areas  Meeting HNI clients and explaining various products related to Loan against property/HF  Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets  Responsible for Project approvals of Builders  Ensure additional revenue generation through cross – sell &amp; Multi selling of Insurance, CASA , Credit Cards etc.  Training &amp; Development of the DST Team and DSAs  ·         Liasoning with Internal teams for business like Credit, Legal, Technical, RCU &amp; Operations  Responsible for end to end processing of the case and updating the status of the same to the customers.  Ensuring Top Class service for Customers for better NPS Scores.  Job Requirements:  Qualification   - Graduate / MBA <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 - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail SalesWe are seeking a motivated and experienced Relationship Manager to lead sales and customer engagement in the Small Commercial Vehicle (SCV) segment. The role focuses on deposit mobilization, cross-selling financial products, and ensuring operational excellence at the branch level. The ideal candidate will bring strong sales expertise, leadership qualities, and a customer-centric approach to drive business growth.
Portfolio Management: Manage and maintain the existing portfolio of Small Commercial Vehicle (SCV) customers, ensuring consistent engagement and service delivery. Loan Handling: Oversee the end-to-end process of Commercial Vehicle loans (both new and used), from customer onboarding to loan disbursement. Loan Processing: Facilitate the complete loan process for vehicle financing, ensuring smooth documentation, verification, and timely approvals. Collections Follow-Up: Regularly follow up with customers for EMI payments and address arrears to ensure timely collections and minimize delinquencies. Market Development: Explore and develop new market areas, gathering relevant market intelligence to support business growth and strategy. Sales Generation: Proactively identify and create new market opportunities to drive sales and expand the customer base. Relationship Building: Establish and maintain strong relationships with vehicle dealers and existing clients to foster trust and long-term engagement.<h4>Experience Level</h4>Mid Level

Relationship Manager-Bharat Business-Bharat Business Loans-SalesJD - Relationship Manager-Bharat BusinessThe 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

Sky Service Potential - RM-Sky Channel-Contact Centre InboundAs a Sky Service Potential Relationship Manager, you will be the first point of contact for our customers, handling inbound calls and queries with professionalism and expertise. Your role is vital in maintaining customer satisfaction and loyalty, ensuring our customers receive the best possible service and support.
<ul><li> Answer and manage inbound calls, providing prompt and friendly assistance to customers.</li><li> Offer accurate and detailed information on our products and services, ensuring a well-informed customer base.</li><li> Tailor solutions to meet individual customer needs, enhancing their overall experience and satisfaction.</li><li> Resolve customer queries and issues efficiently, maintaining a high level of service excellence.</li><li> Build and nurture long-term customer relationships, fostering a positive and loyal customer community.</li><li> Collaborate with internal teams to ensure a smooth customer journey, especially for complex queries.</li><li> Stay updated on product knowledge and industry trends to provide the latest and most relevant advice.</li><li> Document and escalate unresolved issues, ensuring timely and effective resolution.</li><li> Adhere to customer service standards and regulations, maintaining a professional and courteous manner.</li></ul><ul><li> A high school diploma or equivalent is required, with a bachelor's degree in a related field preferred.</li><li> Minimum 1-2 years of experience in customer service, with a banking or financial background an asset.</li><li> Excellent communication skills, both verbal and written, with a talent for building customer rapport.</li><li> Strong problem-solving abilities and a customer-focused mindset.</li><li> Proficiency in CRM systems and relevant software for efficient customer management.</li><li> Ability to thrive in a fast-paced environment, managing multiple tasks and priorities.</li><li> A positive, proactive attitude with a passion for delivering exceptional customer service.</li><li> Willingness to continuously learn and adapt to new processes and systems.</li><li> Basic understanding of banking products and services is beneficial.</li></ul>

Relationship Manager-LAP-Loan Against Property-SalesAs a Relationship Manager in the LAP Sales department, you will play a crucial role in driving the bank's LAP business. Your primary focus will be on acquiring new customers, cross-selling bank products, and ensuring customer satisfaction. You will be expected to work closely with the bank's relationship teams to deliver an exceptional customer experience.<ul><li>Build and maintain strong relationships with customers to understand their financial needs and goals.</li><li>Achieve and exceed sales targets for LAP products.</li><li>Cross-sell other bank products and services to existing customers.</li><li>Provide excellent customer service and ensure a positive customer experience.</li><li>Stay updated on market trends and competitor offerings to offer tailored solutions.</li><li>Collaborate with internal teams to streamline the loan application process.</li><li>Conduct thorough financial assessments of customers' loan applications.</li><li>Maintain accurate records and documentation for all loan transactions.</li><li>Ensure compliance with all relevant regulations and policies.</li><li>Attend training sessions and workshops to enhance professional skills.</li></ul><ul><li>Bachelor's degree in Business, Finance, or a related field.</li><li>Minimum 2 years of experience in sales or relationship management, preferably in the banking industry.</li><li>Strong communication and interpersonal skills.</li><li>Ability to build rapport and establish trust with customers.</li><li>Excellent customer service orientation.</li><li>Proficiency in using MS Office and CRM software.</li><li>Analytical skills to interpret financial data and market trends.</li><li>Self-motivated and results-driven approach.</li><li>Strong work ethic and attention to detail.</li><li>Willingness to travel for business purposes.</li></ul><h4>Experience Level</h4>Mid Level

Relationship Manager-NEW CAR FINANCE-SalesRelationship Manager- New car Loans-   Grade:- M2-M3Experience:- Min 3-5 years’ Experience in asset product. Preferably in Auto loans. Profile requirement. <ul><li>Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches.</li><li>Good at MIS and Written and verbal Communication. Skill set require to effectively  manage Finance Manager/General Manager of Car dealers.</li><li>Focus on Fee based income and ability to Cross sell other products. Ability to manage a Team size of 8-10 DST.</li><li>Service oriented with will to go extra mile to serve channel effectively.</li><li>PDD management and release Channel Payout on monthly basis.</li><li>Infant Management.</li></ul> <h4>Experience Level</h4>Mid Level

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