RO | RM | TBM - SBE - Jalandhar

RO | RM | TBM - SBE - Jalandhar

1 Nos.
91556
Full Time
4.0 Year(s) To 18.0 Year(s)
5.00 LPA TO 9.00 LPA
BFSI, Investments & Trading
Banking/Financial Services
Job Description:

Job Role 

  • Managing team of leaders and Relationship Managers at Territory Level
  • Drive team for new acquisition through Branch Banking and/or Customer referrals
  • To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. 
  • Focus to continually increase the Book size, SOH and profitability of the Location
  • To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. 
  • Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity)
  • Resolving/Addressing regional level concerns 
  • Drive adoption of various digital initiatives at regional level
  • To ensure right sourcing is being done at regional level 
  • Deepen our market reach through trade meeting, industry associations, local forums etc.
  • Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level 
  • To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market 
  • Drive high caliber client service from the Team
  • Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc 
  • Improve efficiency by monitoring & overseeing continuous improvement of processes.
  • Benchmark and adopt best practices used in the Industry to further build efficiency at the region
  • Constantly share rapport with the operating units to customize and develop solutions 
  • Mitigate risks and manage them actively 
  • Ensure hygiene parameters such delinquency, churn, utilization etc are met at location
Company Profile

Is an Indian ---ing and financial services company headquartered in Mumbai. It offers ---ing products and financial services for corporate and retail customers in the areas of personal finance, investment ---ing, life insurance, and wealth management.

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