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Kotak Mahindra Bank

Sales Manager_Loan Against Shares_0434_0171_1066619

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Description

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 new 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.

Skills

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See also

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