Acquisition Relationship Manager-SME-Sales

Kotak Life Insurance
  • Posted On: 2025-09-12 21:18:19
  • Openings: 10
  • Applicants: 0
Job Description


 About The Role  

Wholesale Banking SME Acquisition Relationship Manager

Grade Manager/Senior Manager/Chief Manager



SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR.



 Job Role: 
  • To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX)
  • Collaborate with banks"™ internal channels as well as open market sourcing for lead origination.
  • To understand customer"™s business model, appraise financials to identify suitable opportunities.
  • Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding.
  • Ensure closure of deferrals & compliance to bank"™s audits and statutory requirements.
  • To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team.



  •  Job Requirements: 
  • Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience,
  • Must have knowledge of various SME banking products along with Analytical and financial skills
  • Ability to Influence/Relationship management Skills
  • Strong communication(Written and Oral), Eye For detail
  • More Info
    Full Time
    Not Specified
    Not Disclosed
    English
    Not Disclosed
    Education
    Any Graduate
    Not Disclosed
    Required Skills
    banking products sales open market Relationship management sme banking trade finance funding Hiring

    Contact Details
    Kotak Life Insurance
    +91 987654567
    kli.riskcontrol@kotak.com
    • Experience1 years
    • Salary Above 10 LAKHS ANNUALLY
    • Location for Hiring Mumbai
    • Apply Now
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