Relationship Manager

Kotak Life Insurance; Solapur; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Life Insurance seeks a dynamic professional to source new to bank clients and service existing ones. You will manage relationships for Retail and SME construction equipment clients, while leveraging branch banking channels and partner networks.

Ideal candidates have experience with CE assets, construction equipment segment, and possess strong negotiation and communication skills. Local market familiarity is a plus.

Qualifications

• Graduate or Post Graduate with experience in servicing existing clients and acquiring new to bank clients.
• Knowledge of CE assets and construction equipment segment.
• Experience with Retail and SME clients and related lending products.

Responsibilities

• Sourcing new to bank (NTB) clients and servicing existing clients.
• Relationship management for Retail and SME Construction Equipment clients.
• Engagement through DSA/DST/Direct & Through branch banking channels.

Skills

NTB sourcing

Relationship management

CE assets knowledge

Negotiation skills

Communication skills

Retail & SME experience

LAP/Mortgage experience

Graduate or PG

Education

Graduate

Post Graduate

Job description

• Sourcing new to bank (NTB) clients & servicing existing Clients
• Relationship management for Retail, SME Construction Equipment Clients
• Candidate should have dealt with Refinance Term Loan
• Sourcing- DSA/DST/Direct & Through branch banking channels
• Target companies- HDFC, Axis, Induslnd Bank/ICICI Bank/NBFC like HDB, Cholamandalam, Sundaram Finance, Hinduja Leyland finance, Mahindra Finance/L & T/ TATA /IKF Finance, Manapurram finance
• Local candidate preferred
• Graduate or Post Graduate
• Experience in service existing clients & acquiring new to bank Clients
• Experience of handling Retails & SME Clients
• Knowledge of various CE assets, local market, Construction Equipment segment, CE clients profile
• Knowledge of Commercial assets Lending businessConstruction equipment, Commercial vehicles, Used CV/CE, Used Car, LCV etc-you can look young dynamic candidate with exp in small size commercial LAP/Mortgage business
• Knowledge of Various CE assets,
• Good negotiation skills & communication skills