Description

We are looking for a motivated and customer-focused Sales Executive to drive business loan acquisition across secured and unsecured lending products. The role involves understanding client businesses, offering tailored loan solutions, and ensuring smooth onboarding and documentation processes. The ideal candidate will work closely with Branch Banking teams and Relationship Managers (RMs) to generate leads, support cross-sell initiatives, and maintain robust client relationships.

The role also requires coordination with internal teams to ensure timely disbursement and compliance with banking norms.

Responsibilities

Understand client businesses and provide appropriate business loan solutions. Handle both secured and unsecured lending products including Unsecured BL, BLOD,



and FCCR. Work closely with Branch Banking teams to onboard new customers.

Ensure smooth client onboarding and address client requirements effectively. Coordinate with internal teams, RMs, and clients for documentation related to renewals, modifications, enhancements, or fresh disbursements. Support RMs in business development and cross-sell initiatives.

Maintain knowledge of banking norms and internal processes. Develop and maintain strong banking relationships with customers. Ensure timely follow-ups and high service standards.

📌 Tele Marketing Executive - Business Loans_Business Loans (Surat)
🏢 Kotak Mahindra Bank
📍 Surat