Job Description
- 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 current 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 rel
📌 Relationship Officer-SBE-Small Business Enterprise-Sales (Bengaluru)
🏢 Kotak Mahindra Bank
📍 Bengaluru
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