Relationship Manager - Marketing Branches Operations

Kotak Life Insurance; Hyderabad; On-site; INR 450,000 - 650,000; Full time

Job summary

Kotak Life Insurance is seeking a Relationship Manager for the Construction Equipment (CE) Marketing Branches in Hyderabad. The role focuses on sourcing NTB clients and servicing existing CE accounts, particularly within Retail and SME segments.

You will handle refinance term loans, source through DSA/DST and branch channels, and work with various CE assets. Candidates should be graduates with strong negotiation and communication skills and knowledge of the local CE market.

Qualifications

• Sourcing NTB clients and servicing existing clients.
• Experience handling Retail & SME CE clients.
• Knowledge of CE assets, local CE market and client profiles.
• Experience with Refinance Term Loans.

Responsibilities

• Source new to bank (NTB) clients and service existing accounts.
• Maintain relationships with Retail and SME CE clients.
• Handle refinance term loans for eligible customers.
• Source business through DSA/DST and direct & through-branch channels.
• Engage with target companies across listed financial institutions.

Skills

Relationship management

Negotiation skills

Communication skills

Market knowledge

Education

Graduate or Post Graduate

Job description

Function- Construction Equipment (CE)-Marketing Branches Operations

Role- Relationship Manager-HYP-High Yield Products(Refinances)-Individual Role

JD:

• 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, Kogta, SK Finance etc
• 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 business / Construction 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 .