- Manage and service existing portfolio of WC clients including renewal and enhancement of limits.

- Build solid and effective relationship with Promoters and build client trust and confidence

- Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs.

- Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDDs.

- Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance.

- Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model.

- Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction.





- Ensure minimum delinquency and work towards exit of clients identified in EWS.

- Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working.

- Liaison with internal departments – credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT.

- Drive cross sell products including WC limits and book penetration in allocated set of clients.

- Generate leads from existing customers and on-board new customer’s basis existing relationship management.

Maintain CASA book and generate float income by opening all group accounts.

📌 Walk IN - Business Relationship Manager (New Delhi)
🏢 Kotak Mahindra Bank
📍 New Delhi