Role & responsibilities
Needs to have a positive knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography
To understand clients business & provide appropriate products like Business loans, OD facilty
Has to work closely with DSAs/do Tele calling/Branch Banking teams for current customer addition.
To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance
To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.
To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market
Improve efficiency by monitoring accounts sourced,



do top ups on existing loans when possible

Preferred candidate profile
Experience in Business Banking,SME Lending/ Commercial Banking.
Robust knowledge of the local market and self-employed/business customer segment.
Proven track record in sourcing Business Loans, OD/CC facilities & acquiring newcustomers.
Experience in DSA management, branch coordination, and direct sales.
Strong cross-selling skills for CASA, Insurance, and other banking products.
Excellent relationship-building, communication, and negotiation skills.

📌 Walk In Relationship Manager Business Loan Mumbai (India)
🏢 Kotak Mahindra Bank
📍 India