drjobs Relationship Manager - Banking Solutions-Kotak Private Banking-Banking Solution

Relationship Manager - Banking Solutions-Kotak Private Banking-Banking Solution

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1 Vacancy
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Job Location drjobs

Ahmedabad - India

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

Background:

The Banking Solutions vertical within the Wealth Management division has been a big success story. As of now the team comprises of RMs (Product) who work closely with the Wealth relationship team and deepmine their customer base for business banking opportunities.

Given that SME is a major thrust area for Wealth and that the primary drivers in this segment are around business banking we have started to hire Relationship Managers (Sales) within the Banking Solutions vertical. The mandate to this team is to increase the penetration of the Wealth division in the SME segment by acquiring and managing these relationships with focus on their business banking needs.

Acquisitions

  • Acquisition of Emerging Corporate Profile customers
  • Originate NTB prospects through direct sourcing and open market channels
  • To sell Banking products (Treasury FX Asset based( Fund/ non Fund) / Liability Transaction Banking Trade Finance)
  • Collaborate with captive channels like branch banking privy etc. for lead origination.
  • Build rapport with key decision makers (promoters CFOs etc.
  • Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action
  • Collaborate with trade finance CMS operation treasury legal and branch banking team for seamless customer service
  • Closely work with credit team for managing client expectation and effective risk management
  • Referral generation from existing portfolio
  • Monitoring portfolio performance
  • Deepening of existing relationship
  • To have knowledge on basic banking and products such as TRADE FOREX CMS to seamlessly manage customer queries
  • To have an understanding of industry segments/clusters for reaching out to targeted corporate customers
  • To be constantly abreast of general economic and market indicators

Job Requirements

  • Overall 1218 years of Banking experience
  • Excellent written and oral communication skills
  • Good understanding of Current Accounts & Business Banking & related products such as trade CMS credit forex would be an added advantage
  • Sales orientation is a must
  • High energy and drive
  • Selfmotivated with a passion to achieve
  • MBA / Graduate

Applicattion

If you wish to apply for this job position please fill your details in the Kotak Fast Track Application Form and mail to

Please mention the following in the subject line as Position Name Your Name Your Current Business Group




Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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