23 Oct
|
Kotak Securities
|
Delhi
23 Oct
Kotak Securities
Delhi
Relationship Manager - Loan against shares/securities || Delhi Location
Employment Type : Full Time
Role Summary
- Relationship management with Branch Banking, Privy and Wealth across different levels from top management to middle management.
- Evolve and operationalize sales plan to achieve volume , SOH and market share.
- Manage existing portfolio and Ensuring customer retention.
- Ensuring unilateral growth by adding recent customers.
- Training and Development of the Branch, Privy ,Wealth and external channels.
- End to end processing of the case and updating the status of the same to the customers & sourcing channels too.
- Recruiting and provide training to D0.
- Develop relationship and liaise with Internal cross functional stakeholders for business like Credit, Legal, Technical, RCU & Operations.
- Ensure compliance to banks audits, statutory and regulatory requirement.
Qualification:
- Graduates or Postgraduates with 2 to 6 years of experience in banking or financial services.
- Prior experience or knowledge in Loan Against Securities is preferred.
- Strong sales , relationship management capability, Understanding of investment and capital market-linked products, Leadership, communication, and execution skills.
📌 Sales Manager_Loan Against Shares_0434_0171_1066619 (Delhi)
🏢 Kotak Securities
📍 Delhi