Sr. Business Executive - DSA-CONSUMER SERVICE GROUP-Sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Manage an unsecured business loan portfolio of 40-75 lakh per month focusing on self-employed customers.
Collaborate with DSAs, telecalling, and branch banking teams to acquire new customers and cross-sell products including current/savings accounts and insurance.
Build and maintain relationships with key decision-makers (CFOs/promoters) in target segments and monitor competition to enhance brand presence and loan top-ups.
Minimum Requirements
3-4 years of experience in local market sales with credit and sales knowledge.
Graduate or MBA qualification mandatory.
Strong knowledge of the local geography with focus on self-employed segment.
Effective oral and written communication skills required.
Ideal Candidate Profile
Experienced in managing unsecured business loan sales in local markets with a focus on self-employed clients.
Capable of independent role handling client relationships and multi-product sales including loans and insurance.
Good understanding of credit and sales to negotiate loan terms and fees effectively.