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Relationship Manager - lap - loan Against Property - sales

Drive new customer acquisition and cross-sell banking products effectively
Pune, Mahārāshtra, India
Junior
21 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.

Relationship Manager

As a Relationship Manager in the LAP Sales department, you will play a crucial role in driving the bank's LAP business. Your primary focus will be on acquiring new customers, cross-selling bank products, and ensuring customer satisfaction. You will be expected to work closely with the bank's relationship teams to deliver an exceptional customer experience.

Responsibilities

  • Build and maintain strong relationships with customers to understand their financial needs and goals.
  • Achieve and exceed sales targets for LAP products.
  • Cross-sell other bank products and services to existing customers.
  • Provide excellent customer service and ensure a positive customer experience.
  • Stay updated on market trends and competitor offerings to offer tailored solutions.
  • Collaborate with internal teams to streamline the loan application process.
  • Conduct thorough financial assessments of customers' loan applications.
  • Maintain accurate records and documentation for all loan transactions.
  • Ensure compliance with all relevant regulations and policies.
  • Attend training sessions and workshops to enhance professional skills.

Qualifications

  • Bachelor's degree in Business, Finance, or a related field.
  • Minimum 2 years of experience in sales or relationship management, preferably in the banking industry.
  • Strong communication and interpersonal skills.
  • Ability to build rapport and establish trust with customers.
  • Excellent customer service orientation.
  • Proficiency in using MS Office and CRM software.
  • Analytical skills to interpret financial data and market trends.
  • Self-motivated and results-driven approach.
  • Strong work ethic and attention to detail.
  • Willingness to travel for business purposes.
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Relationship Manager - lap - loan Against Property - sales
Pune, Mahārāshtra, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.