Business Relationship Manager - Small Business Enterprise

Kotak Securities Limited

Dehradun

On-site

INR 800,000 - 1,100,000

Full time

7 days ago
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Job summary

Kotak Securities Limited in Dehradun is seeking a Business Relationship Manager to understand client businesses and offer appropriate working capital solutions across Fund and non-Fund based products. You will collaborate with Branch Banking teams to add new customers and grow the portfolio.

You will build relationships with CFOs and promoters, expand the book size, monitor client cash flows, and continuously improve processes to deliver tailored financial solutions while protecting Kotak's

Qualifications

  • Experience in relationship management and cross-sell of banking products is desirable.
  • Strong client-facing communication and ability to understand client business models.

Responsibilities

  • To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
  • Work closely with Branch Banking teams for new customer addition.
  • To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies.
  • To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.
  • Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships.
  • To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service.
  • Improve efficiency by monitoring & overseeing continuous improvement of processes constantly have a rapport with the operating units to customize and develop solutions.

Job description

  • Business Relationship Manager - SBE_Small Business Enterprise-Sales_Dehradun
  • To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
  • Work closely with Branch Banking teams for new customer addition.
  • To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies.
  • To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.
  • Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships.
  • To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Maintain high caliber client service.
  • Improve efficiency by monitoring & overseeing continuous improvement of processes constantly have a rapport with the operating units to customize and develop solutions
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