Relationship Officer-SBE-Small Business Enterprise-Sales
Kotak Mahindra Bank (company site, opens in a new tab)AhmedabadOn-siteDirect career pageEst. 4–8 LPA
Posted on 10 Sept
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Job description
Structured overview of role & requirements
About This Role
- Assist Relationship Managers (RMs) in daily business-related activities and coordination for client documentation and transaction processing.
- Support client onboarding, document collection, and ensure accuracy to facilitate first-pass resolution of cases.
- Drive business growth by understanding client needs, promoting working capital and loan products (secured/unsecured), cross-selling, and maintaining client relationships to increase portfolio size and profitability.
Minimum Requirements
- Graduation is mandatory.
- Experience Required: Not explicitly mentioned in the JD.
- Must have good communication, convincing, and relationship management skills.
- No notice period or location constraints explicitly mentioned.
Ideal Candidate Profile
- Comfortable working in sales-driven roles within banking/financial services focusing on small business enterprises.
- Ability to coordinate across multiple internal teams and manage client documentation efficiently.
- Strong orientation towards customer engagement, business development, and managing a portfolio with focus on growth and profitability.