Kotak Mahindra Bank

Relationship Manager-Bharat Business-Bharat Business Loans-Sales

Kotak Mahindra Bank  •  Warangal, IN (Onsite)  •  3 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

As a Relationship Manager, you will be responsible for managing and expanding the bank's client base, primarily targeting small and medium-sized businesses. Your role will involve understanding client needs, offering tailored financial solutions, and providing exceptional customer service. You will be a key point of contact, building trust and ensuring client satisfaction.

  • Develop and execute strategies to acquire new clients and expand the bank's business network.
  • Build and maintain strong relationships with existing clients to ensure their continued satisfaction and loyalty.
  • Understand client financial needs and offer suitable loan products and services.
  • Provide timely and accurate information to clients, ensuring a smooth and efficient loan application process.
  • Stay updated on market trends and competitor activities to offer competitive financial solutions.
  • Collaborate with internal teams to ensure seamless client onboarding and efficient loan processing.
  • Conduct regular client meetings and provide post-sales support to maintain a high level of client engagement.
  • Identify cross-selling opportunities and promote the bank's other products and services.
  • Maintain accurate records and documentation for all client interactions and transactions.
  • Ensure compliance with all regulatory and internal policies and procedures.
  • A bachelor's degree in business, finance, or a related field is preferred.
  • Minimum 2-3 years of experience in a sales or relationship management role, preferably in the banking or financial services industry.
  • Strong knowledge of loan products, especially those targeted at small businesses.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proven track record of achieving sales targets and maintaining a high level of client satisfaction.
  • Ability to work independently and manage a diverse client portfolio.
  • Proficiency in MS Office and other relevant software for data analysis and client relationship management.
  • Strong organizational skills and attention to detail.
  • Willingness to travel for client meetings and events as required.
  • A self-motivated and results-driven approach to work.
Kotak Mahindra Bank

About Kotak Mahindra Bank

About Kotak Mahindra Group:

Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.

The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.

The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Mumbai, IN
Year Founded
1985
Website
kotak.com
Social Media