Relationship Manager_Vishwas
Key Responsibilities

Source and drive business for Vishwas Home Loans (HL) and Loan Against Property (

LAP

) products. ,
Achieve business targets related to:
Loan disbursement volumes
Cross-sell products
Insurance sales ,

Build and strengthen relationships with:
Kotak Bank Branches
DSAs (Direct Selling Agents)
Builders and channel partners ,

Ensure location and team productivity and achievement of sales goals. ,
Maintain high customer satisfaction levels through NPS and service standards. ,
Coordinate with Credit, Operations, Legal and Technical teams for smooth loan processing. ,
Drive cross-sell of CASA and Third Party Products (TPP). ,
Ensure adherence to all internal policies, compliance and regulatory guidelines. ,




Eligibility / Experience

Graduate in any discipline. ,
Typically 1-3 years (or higher depending on grade) experience in:
Home Loans
LAP
Mortgage
Secured Lending
DSA / DST Channel Sales ,

Solid relationship management and channel development skills. ,
Knowledge of secured banking products preferred. ,
KRA Summary

Home Loan & LAP sourcing
DSA/Builder/Branch channel management
Disbursement achievement
Cross-sell (CASA, Insurance, TPP)
Portfolio quality & compliance
Customer satisfaction (NPS)
Stakeholder management across Credit, Ops & Lega

📌 Relationship Manager - Bank (Kota)
🏢 Kotak Mahindra Bank
📍 Kota