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Management Trainee - relationship Manager - loan Against Property - sales

Develop and manage Loan Against Property client relationships to drive sales and revenue.
Mumbai
Entry Level
20 hours agoBe an early applicant
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

Management Trainee-Relationship Manager

As a Management Trainee-Relationship Manager, you will be an integral part of our Loan Against Property-Sales team, working closely with clients to understand their financial needs and offering tailored solutions. This role provides a unique opportunity to learn and grow within a dynamic banking environment, with a focus on relationship-building and sales.

Responsibilities

Build and maintain strong relationships with clients, understanding their financial goals and requirements.

Proactively identify and target potential clients for Loan Against Property products.

Conduct thorough financial assessments and provide tailored loan solutions.

Ensure timely and accurate processing of loan applications, maintaining high standards of customer service.

Stay updated with market trends and competitor offerings to provide competitive solutions.

Collaborate with cross-functional teams to ensure a seamless customer experience.

Attend client meetings, present loan proposals, and negotiate terms effectively.

Maintain accurate records and documentation for all loan transactions.

Provide regular updates and reports to senior management on sales performance.

Participate in training and development programs to enhance your skills and knowledge.

Qualifications

Bachelor's degree in Business, Finance, or a related field is preferred.

Prior experience in sales, relationship management, or banking is an asset.

Excellent communication and interpersonal skills, with a client-centric approach.

Strong analytical and problem-solving abilities, with attention to detail.

Ability to work independently and manage a diverse client portfolio.

Proficiency in Microsoft Office and CRM systems is essential.

Willingness to learn and adapt to new technologies and processes.

A self-motivated and results-driven mindset, with a passion for sales.

Strong work ethic and a commitment to delivering exceptional customer service.

Ability to work in a fast-paced environment and meet sales targets.

Job Info

Job Identification 232749

Job Category Consumer Bank

Location Admas Plaza, 166/16 CST Road. Kalina, Santacruz (East), Mumbai, Maharashtra, 400098, IN

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Management Trainee - relationship Manager - loan Against Property - sales
Mumbai
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.