Relationship Officer-SBE-Small Business Enterprise-Sales
Kotak Mahindra Bank (company site, opens in a new tab)JaipurOn-siteDirect career pageEst. 3.5–6.5 LPA
Posted on 10 Sept
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Job description
Structured overview of role & requirements
About This Role
- Assist Relationship Managers in business-related activities and ensure accurate and complete client documentation to facilitate first-pass clearance.
- Provide working capital and business loan solutions across secured and unsecured lending products; coordinate client onboarding and cross-selling efforts with branch banking teams.
- Build and maintain client relationships to increase assigned portfolio size and profitability; monitor competitive environment and enhance Kotak brand presence in target market.
Minimum Requirements
- Mandatory graduation degree.
- Experience Required: Not explicitly mentioned in the JD.
- Strong communication, convincing, and influencing skills necessary for client interaction and sales.
- Ability to manage and coordinate with internal teams and clients for documentation and transaction processing.
Ideal Candidate Profile
- Operates with a client-focused approach, capable of understanding business models and financial needs to provide tailored lending solutions.
- Demonstrates sales orientation with a proactive, persistent (‘Go Getter’) attitude and strong relationship management skills.
- Experienced in coordinating multi-stakeholder processes to ensure efficient onboarding and product cross-selling within a banking environment.