Relationship Officer-SBE-Small Business Enterprise-Sales
Kotak Mahindra Bank (company site, opens in a new tab)MumbaiOn-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 (RMs) with daily tasks, documentation, and client onboarding to ensure smooth processing and first-pass clearance of cases.
- Understand client businesses to provide suitable working capital and business loan solutions across secured and unsecured lending products like Cash Credit, Demand Loan, and Bank Guarantees.
- Drive growth by coordinating sales activities, cross-selling products, increasing portfolio book size and profitability, and maintaining high-caliber client service.
Minimum Requirements
- Graduation degree is mandatory.
- Experience Required: Not explicitly mentioned in the JD.
- Must have knowledge of fund and non-fund based credit products like Cash Credit, Demand Loan, and BG.
- Strong customer orientation and communication skills are essential.
Ideal Candidate Profile
- Candidate capable of managing client relationships and coordinating multiple internal teams for smooth client onboarding and documentation.
- Proven ability to identify business opportunities, drive sales, and grow client portfolios in the banking or financial services domain.
- Comfortable working in a sales-driven environment with focus on customer satisfaction and cross-selling financial products.