• 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 new 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 current 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,
📌 Relationship Officer-SBE-Small Business Enterprise-Sales (India)
🏢 Kotak
📍 India
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