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Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales at Kotak Mahindra Bank
, kerala, India - Full Time
Skills Needed
Relationship Management, Working Capital Solutions, Credit Limit Structuring, Portfolio Management, Cross Selling, Client Engagement, Compliance, Financial Analysis
Specialization
The candidate must possess a Bachelor's degree and be proactive and client-focused. Experience in managing working capital portfolios and coordinating with internal departments is required.
Experience Required
Minimum 2 year(s)
Digital Acquisition Manager-CA-Digital 811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mumbai, , India - Full Time
Skills Needed
Retail Liabilities, Cross Selling, Branch Administration, Regulatory Compliance, P&L Management, Leadership, Financial Instrument Analysis, Customer Service, Product Development, Sales Initiatives
Specialization
Requires at least 6 years of banking experience, with 3-4 years specifically in retail liabilities and a proven sales track record. Candidates should hold an MBA, CA, or CAIB qualification and possess strong leadership and tactical execution skills.
Experience Required
Minimum 5 year(s)
Marketing- Product Communication-HO & SUPPORT-Marketing HO at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Market Research, User Research, Qualitative Research, Quantitative Research, Consumer Insights, Competitor Analysis, Data Analysis, Storytelling, Moderation, Questionnaire Design, Presentation Skills, Communication Skills
Specialization
Requires a minimum of 6 years of experience in qualitative and quantitative research, preferably within FMCG or Consumer Tech. Candidates should hold an MBA or a postgraduate degree in Design, Sociology, or Psychology.
Experience Required
Minimum 5 year(s)
Wealth Advisor at Burke Herbert Bank
Beckley, West Virginia, United States - Full Time
Skills Needed
Financial Planning, Investment Transactions, Client Relationship Management, Written Communication, Verbal Communication, Ethics, Microsoft Excel, Word Processing
Specialization
Candidates must have a college degree, at least three years of financial sales experience, and a professional designation such as CFP or CFA. Required licenses include FINRA Series 7, 66 (or 63 & 65), and a Virginia Life Insurance License.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - CASA-Sales-Sales at Kotak Mahindra Bank
Bengaluru, karnataka, India - Full Time
Skills Needed
Sales Strategy, Relationship Management, Casa Segment Knowledge, Leadership, Team Management, Communication, Interpersonal Abilities, Crm Systems, Sales Analytics, Banking Products, Data Interpretation, Results Driven
Specialization
Candidates should have a bachelor's degree and at least 5 years of proven experience in banking sales. Strong leadership skills and proficiency in CRM tools and sales analytics are required.
Experience Required
Minimum 5 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Gurgaon, haryana, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have prior experience in portfolio management and a customer-centric approach. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Relationship Manager-DEALER FINANCE OPERATIONS-Sales at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Dealer Relationship Management, Credit Evaluation, Portfolio Monitoring, Risk Management, Financial Analysis, Compliance, Audit Coordination, Sales Acquisition, Debt Recovery, Retail Penetration
Specialization
Requires a Graduate or Post Graduate degree with over 8 years of relevant experience in dealer finance operations. Candidates must be proficient in credit evaluation, documentation, and regulatory compliance.
Experience Required
Minimum 5 year(s)
Cluster Manager - Corporate Employee Solutions-Corporate Employee Solutions at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Retail Liabilities, Cross Selling, Branch Administration, Regulatory Compliance, P&L Management, Leadership, Financial Instruments, Customer Service, Product Development, Sales Initiatives
Specialization
Requires at least 6 years of banking experience, with 3-4 years specifically in Retail Liabilities and a proven sales track record. Candidates should hold an MBA, CA, or CAIB qualification and possess strong tactical leadership skills.
Experience Required
Minimum 5 year(s)
Business Relationship Manager - SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
, Uttar Pradesh, India - Full Time
Skills Needed
Working Capital Solutions, Relationship Management, Trade Finance, Credit Analysis, Portfolio Management, Business Development, Cash Flow Analysis, Transaction Banking, Client Servicing, Financial Product Sales
Specialization
Candidates must possess a bachelor's degree and the ability to analyze business models and cash flows. Experience in banking products like Cash Credit, LC, and BG is essential for this role.
Experience Required
Minimum 2 year(s)
Customer Service Representative-RELATIONSHIP BANKING GROUP-Customer Service at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Centricity, Communication Skills, Inbound Call Handling, Outbound Call Handling, Collections, Sales Pitching, Case Management, Liaising
Specialization
Candidates must possess a customer-first mindset and strong verbal and written communication skills. A bachelor's degree is listed as the required study level.
CEC Officer - Correspondence - Credit Cards-Customer Experience Center-Cust at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Email Support, Verbal Communication, Written Communication, Listening Skills, Interpersonal Skills, Microsoft Office, Crm Systems, Problem Solving, Analytical Skills, Relationship Management, Banking Knowledge
Specialization
Requires a bachelor's degree and preferably 2 years of experience in banking or financial customer service. Candidates must be flexible to work 24/7 shifts, including weekends and holidays.
Experience Required
Minimum 2 year(s)
Relationship Manager - Affluent-AFFLUENT-Relationship Manager at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Financial Acumen, Portfolio Management, Client Acquisition, Investment Products, Cross Selling, Strategic Planning, Compliance, Customer Satisfaction, Advisory Services
Specialization
Requires a Bachelor's degree and a deep understanding of financial products across liabilities, assets, and investments. Candidates must possess strong advisory capabilities and the ability to maintain high compliance standards.
Experience Required
Minimum 2 year(s)
Loan Administrator at First National Bank
Bellevue, Ohio, United States - Full Time
Skills Needed
Loan Servicing, Loan Administration, Escrow Administration, Regulatory Reporting, General Ledger Reconciliation, Collateral Management, Ms Office, Accounting Principles, Communication Skills, Attention To Detail, Organization Skills, Csi System, Investor Reporting, Treasury Support, Loan Balancing, Compliance Support
Specialization
A high school diploma is required, while an associate's degree and 2-5 years of experience in loan or banking operations are preferred. Candidates must be proficient in MS Office and possess strong attention to detail and basic accounting knowledge.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
, kerala, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have prior experience in portfolio management and a customer-centric approach. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales at Kotak Mahindra Bank
, Uttar Pradesh, India - Full Time
Skills Needed
Relationship Management, Working Capital Finance, Financial Analysis, Balance Sheet Analysis, Mortgage Business, Negotiation, People Management, Customer Acquisition, Risk Management, Trade Finance, Msme Lending, Communication Skills
Specialization
Requires a postgraduate degree or diploma in Banking, Finance, or Marketing, with a strong understanding of financial statements and mortgage business. Candidates must possess a valid driving license, own a vehicle, and have excellent communication skills in English, Hindi, and local languages.
Experience Required
Minimum 2 year(s)
Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regio at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Customer Acquisition, Cold Calling, Relationship Building, Cross Selling, Financial Product Sales, Field Sales, Lead Generation
Specialization
Requires a graduation or post-graduation degree and a mandatory bike with a valid license. Open to freshers or candidates with up to 1 year of sales experience, aged up to 25 years.
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Current Account Management, Sourcing, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A bachelor's degree and strong customer orientation are required.
Experience Required
Minimum 2 year(s)
State Relationship Manager-Digital Banking Kotak 811-Regional Sales at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, Cross Selling, Sales Initiatives, Customer Orientation, Liability Sourcing, High Net Worth Client Management
Specialization
Requires a bachelor's degree with 3-5 years of experience or a postgraduate degree with 2-3 years of experience. AMFI or IRDA certification is preferred along with high energy and customer orientation.
Experience Required
Minimum 2 year(s)
Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regio at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Cold Calling, Relationship Building, Cross Selling, Financial Product Sales, Field Sales, Lead Generation
Specialization
Requires a graduation or post-graduation degree and a mandatory bike with a valid license. Open to freshers or candidates with up to 1 year of sales experience, aged up to 25 years.
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, Bihar, India - Full Time
Skills Needed
Auto Loan Management, Channel Sales, Dealer Empanelment, Team Leadership, Sales Performance Tracking, Product Training, Portfolio Management, Credit Approval Coordination, Market Analysis, Customer Relationship Management
Specialization
Candidates must hold a bachelor's degree. Experience in managing sales channels and developing customer relationships to increase revenue is required.
Experience Required
Minimum 2 year(s)
Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales at Kotak Mahindra Bank
, kerala, India -
Full Time

Start Date

Immediate

Expiry Date

01 Oct, 26

Salary

0.0

Posted On

03 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Working Capital Solutions, Credit Limit Structuring, Portfolio Management, Cross-selling, Client Engagement, Compliance, Financial Analysis

Industry

Banking

Description
We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients. The role involves deep engagement with clients to understand their business models, structure appropriate WC solutions, and ensure timely renewals and enhancements of credit limits. The ideal candidate will be responsible for maintaining strong relationships with promoters and key decision-makers, ensuring compliance with internal processes, and driving cross-sell opportunities. The role also includes monitoring utilization patterns, ensuring timely submission of documentation, and coordinating with internal departments to resolve client issues efficiently.
Responsibilities
Manage and grow a portfolio of Working Capital clients by structuring appropriate financial solutions and ensuring timely credit renewals. Maintain strong relationships with key decision-makers while driving cross-sell opportunities and ensuring internal process compliance.
Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales at Kotak Mahindra Bank
, kerala, India - Full Time
Skills Needed
Relationship Management, Working Capital Solutions, Credit Limit Structuring, Portfolio Management, Cross Selling, Client Engagement, Compliance, Financial Analysis
Specialization
The candidate must possess a Bachelor's degree and be proactive and client-focused. Experience in managing working capital portfolios and coordinating with internal departments is required.
Experience Required
Minimum 2 year(s)
Digital Acquisition Manager-CA-Digital 811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Mumbai, , India - Full Time
Skills Needed
Retail Liabilities, Cross Selling, Branch Administration, Regulatory Compliance, P&L Management, Leadership, Financial Instrument Analysis, Customer Service, Product Development, Sales Initiatives
Specialization
Requires at least 6 years of banking experience, with 3-4 years specifically in retail liabilities and a proven sales track record. Candidates should hold an MBA, CA, or CAIB qualification and possess strong leadership and tactical execution skills.
Experience Required
Minimum 5 year(s)
Marketing- Product Communication-HO & SUPPORT-Marketing HO at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Market Research, User Research, Qualitative Research, Quantitative Research, Consumer Insights, Competitor Analysis, Data Analysis, Storytelling, Moderation, Questionnaire Design, Presentation Skills, Communication Skills
Specialization
Requires a minimum of 6 years of experience in qualitative and quantitative research, preferably within FMCG or Consumer Tech. Candidates should hold an MBA or a postgraduate degree in Design, Sociology, or Psychology.
Experience Required
Minimum 5 year(s)
Wealth Advisor at Burke Herbert Bank
Beckley, West Virginia, United States - Full Time
Skills Needed
Financial Planning, Investment Transactions, Client Relationship Management, Written Communication, Verbal Communication, Ethics, Microsoft Excel, Word Processing
Specialization
Candidates must have a college degree, at least three years of financial sales experience, and a professional designation such as CFP or CFA. Required licenses include FINRA Series 7, 66 (or 63 & 65), and a Virginia Life Insurance License.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - CASA-Sales-Sales at Kotak Mahindra Bank
Bengaluru, karnataka, India - Full Time
Skills Needed
Sales Strategy, Relationship Management, Casa Segment Knowledge, Leadership, Team Management, Communication, Interpersonal Abilities, Crm Systems, Sales Analytics, Banking Products, Data Interpretation, Results Driven
Specialization
Candidates should have a bachelor's degree and at least 5 years of proven experience in banking sales. Strong leadership skills and proficiency in CRM tools and sales analytics are required.
Experience Required
Minimum 5 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
Gurgaon, haryana, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have prior experience in portfolio management and a customer-centric approach. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Relationship Manager-DEALER FINANCE OPERATIONS-Sales at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Dealer Relationship Management, Credit Evaluation, Portfolio Monitoring, Risk Management, Financial Analysis, Compliance, Audit Coordination, Sales Acquisition, Debt Recovery, Retail Penetration
Specialization
Requires a Graduate or Post Graduate degree with over 8 years of relevant experience in dealer finance operations. Candidates must be proficient in credit evaluation, documentation, and regulatory compliance.
Experience Required
Minimum 5 year(s)
Cluster Manager - Corporate Employee Solutions-Corporate Employee Solutions at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Retail Liabilities, Cross Selling, Branch Administration, Regulatory Compliance, P&L Management, Leadership, Financial Instruments, Customer Service, Product Development, Sales Initiatives
Specialization
Requires at least 6 years of banking experience, with 3-4 years specifically in Retail Liabilities and a proven sales track record. Candidates should hold an MBA, CA, or CAIB qualification and possess strong tactical leadership skills.
Experience Required
Minimum 5 year(s)
Business Relationship Manager - SBE-Small Business Enterprise-Sales at Kotak Mahindra Bank
, Uttar Pradesh, India - Full Time
Skills Needed
Working Capital Solutions, Relationship Management, Trade Finance, Credit Analysis, Portfolio Management, Business Development, Cash Flow Analysis, Transaction Banking, Client Servicing, Financial Product Sales
Specialization
Candidates must possess a bachelor's degree and the ability to analyze business models and cash flows. Experience in banking products like Cash Credit, LC, and BG is essential for this role.
Experience Required
Minimum 2 year(s)
Customer Service Representative-RELATIONSHIP BANKING GROUP-Customer Service at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Centricity, Communication Skills, Inbound Call Handling, Outbound Call Handling, Collections, Sales Pitching, Case Management, Liaising
Specialization
Candidates must possess a customer-first mindset and strong verbal and written communication skills. A bachelor's degree is listed as the required study level.
CEC Officer - Correspondence - Credit Cards-Customer Experience Center-Cust at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Service, Email Support, Verbal Communication, Written Communication, Listening Skills, Interpersonal Skills, Microsoft Office, Crm Systems, Problem Solving, Analytical Skills, Relationship Management, Banking Knowledge
Specialization
Requires a bachelor's degree and preferably 2 years of experience in banking or financial customer service. Candidates must be flexible to work 24/7 shifts, including weekends and holidays.
Experience Required
Minimum 2 year(s)
Relationship Manager - Affluent-AFFLUENT-Relationship Manager at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Financial Acumen, Portfolio Management, Client Acquisition, Investment Products, Cross Selling, Strategic Planning, Compliance, Customer Satisfaction, Advisory Services
Specialization
Requires a Bachelor's degree and a deep understanding of financial products across liabilities, assets, and investments. Candidates must possess strong advisory capabilities and the ability to maintain high compliance standards.
Experience Required
Minimum 2 year(s)
Loan Administrator at First National Bank
Bellevue, Ohio, United States - Full Time
Skills Needed
Loan Servicing, Loan Administration, Escrow Administration, Regulatory Reporting, General Ledger Reconciliation, Collateral Management, Ms Office, Accounting Principles, Communication Skills, Attention To Detail, Organization Skills, Csi System, Investor Reporting, Treasury Support, Loan Balancing, Compliance Support
Specialization
A high school diploma is required, while an associate's degree and 2-5 years of experience in loan or banking operations are preferred. Candidates must be proficient in MS Office and possess strong attention to detail and basic accounting knowledge.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager-Sales-Sales at Kotak Mahindra Bank
, kerala, India - Full Time
Skills Needed
Relationship Management, Portfolio Management, Sales, Customer Engagement, Coordination Skills, Casa Book Building, Third Party Product Sales
Specialization
Candidates must have prior experience in portfolio management and a customer-centric approach. A bachelor's degree is required for this position.
Experience Required
Minimum 2 year(s)
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Retail Sales at Kotak Mahindra Bank
, Uttar Pradesh, India - Full Time
Skills Needed
Relationship Management, Working Capital Finance, Financial Analysis, Balance Sheet Analysis, Mortgage Business, Negotiation, People Management, Customer Acquisition, Risk Management, Trade Finance, Msme Lending, Communication Skills
Specialization
Requires a postgraduate degree or diploma in Banking, Finance, or Marketing, with a strong understanding of financial statements and mortgage business. Candidates must possess a valid driving license, own a vehicle, and have excellent communication skills in English, Hindi, and local languages.
Experience Required
Minimum 2 year(s)
Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regio at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Customer Acquisition, Cold Calling, Relationship Building, Cross Selling, Financial Product Sales, Field Sales, Lead Generation
Specialization
Requires a graduation or post-graduation degree and a mandatory bike with a valid license. Open to freshers or candidates with up to 1 year of sales experience, aged up to 25 years.
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Business Banking, Relationship Management, Cross Selling, Revenue Generation, Current Account Management, Sourcing, Customer Orientation
Specialization
Candidates must have prior experience in sourcing and managing business banking clients. A bachelor's degree and strong customer orientation are required.
Experience Required
Minimum 2 year(s)
State Relationship Manager-Digital Banking Kotak 811-Regional Sales at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, Cross Selling, Sales Initiatives, Customer Orientation, Liability Sourcing, High Net Worth Client Management
Specialization
Requires a bachelor's degree with 3-5 years of experience or a postgraduate degree with 2-3 years of experience. AMFI or IRDA certification is preferred along with high energy and customer orientation.
Experience Required
Minimum 2 year(s)
Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regio at Kotak Mahindra Bank
Thane, maharashtra, India - Full Time
Skills Needed
Customer Acquisition, Cold Calling, Relationship Building, Cross Selling, Financial Product Sales, Field Sales, Lead Generation
Specialization
Requires a graduation or post-graduation degree and a mandatory bike with a valid license. Open to freshers or candidates with up to 1 year of sales experience, aged up to 25 years.
Relationship Manager-PRIME VISHWAAS-Sales at Kotak Mahindra Bank
, Bihar, India - Full Time
Skills Needed
Auto Loan Management, Channel Sales, Dealer Empanelment, Team Leadership, Sales Performance Tracking, Product Training, Portfolio Management, Credit Approval Coordination, Market Analysis, Customer Relationship Management
Specialization
Candidates must hold a bachelor's degree. Experience in managing sales channels and developing customer relationships to increase revenue is required.
Experience Required
Minimum 2 year(s)