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Relationship Manager
Kotak Mahindra Bank
Experience n/a
Full-time
Jūnāgadh, Gujarat, India
Job description
Sales
Finance
Experience n/a
## description Grade- M2/M3 Role- Relationship Manager Job Description : Job Profile : ü Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branch…
Skills
Primary
Secondary
Responsibilities
Source working capital loans for Agri-related, food processing, and MSME industries
Ensure monthly disbursements with ticket sizes ranging from ₹2 crore to ₹25 crore
Achieve a minimum of 3 new cases per month and meet at least 2 new leads daily
Build and manage relationships with CAs, financial consultants, DMAs, and Kotak Bank branches
Collaborate with internal teams (credit, trade finance, CMS, treasury, legal, operations) for seamless service delivery
Maintain strong follow-up and ensure timely resolution of customer requirements and complaints
Understand and evaluate financial documents including balance sheets and P&L statements
Leverage knowledge of property/legal aspects for mortgage-based lending
Maintain accurate documentation and reporting of business activities
Operate with the mantra of "Speed, Scale, and Skill" in all business efforts