23 Oct
|
Kotak
|
New 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 current 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.
Solid sales , relationship management capability, Understanding of investment and capital market-linked products, Leadership, communication, and execution skills.
📌 Sales Manager Loan Against Shares New Delhi
🏢 Kotak
📍 New Delhi