* Assisting team in day to day tasks and coordinating with RMs for activities
related to business.
* Document collection from client and to ensure completion of all the documents
along with signatures and stamps.
* To ensure documentation is completed with utmost accuracy and to ensure the
case is cleared in first pass.
* Coordinating with the internal teams for documentation to ensure smooth
processing of client transactions.
* To understand clients business & provide appropriate working capital and
business loan solutions.
* Deal across secured and unsecured lending such as Fund/ non-Fund based
products like Cash Credit, Demand Loan, BG etc.
* Work closely with Branch Banking teams for recent customer addition.
* To ensure smooth onboarding of the client and catering to client
requirements.
* Coordinate with the internal teams, RMs or clients for completion of
documentation relating to renewal/ modification/ enhancement or fresh
disbursement.
* To coordinate with RMs for business related activities and also help in cross
sell
* Calling active clients to encourage them to take up new facilities and
products.
* Addressing client’s uncertainties, grievances and suggestions on time.
* Communicating requests and acceptances of offers to our sales team for
closing.
* Recording all successful and unsuccessful attempts to close sale.
* Keep up quality service by adhering to organizational guidelines.
* To be updated about the latest product offerings and offers
* To understand clients business & provide appropriate working capital
solutions across Fund/ non Fund based products.
* To penetrate client with various products for the primary Relationship &
Group companies.
* To build relationships with key persons 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 activi
📌 Relationship Officer-SBE-Small Business Enterprise-Sales (India)
🏢 Kotak
📍 India
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