Job Description
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Assistant Relationship Manager
Kotak Mahindra Bank
New Delhi, Delhi
Apply on Instahyre
Full–time
Responsibilities:
• Understand and analyze client's requirements along with the Relationship
• Manager (RM) and manage all client communication. Liaise with all support functions (service team, credit, documentation team, Transaction Banking, Treasury, Legal) and ensure seamless service to the customer
Assisting the RM in:
• Identifying leads and connecting with potential clients.
• Structuring transactions, financial statement analysis, preparation of In-
• Principle approval notes and obtaining relevant approvals.
• Conducting credit reviews and account monitoring on a regular basis.
• Identifying opportunities for cross selling of products and services and provide leads to RMs/product partners.
• Participating in various business development activities with the RM & amp; other senior officials of the Bank.
Requirements:
• 0-2 years of experience, MBA (from Tier1/2/3) /CA.
• Strong interpersonal skills
• Passion for financial services
• Aptitude for sales and business development
• Mandatory skills: Client Communication, Business Development, Transaction Banking, Financial Statement Analysis, Account Monitoring
• Qualification: Post Graduate or Higher
Assistant Relationship Manager
Kotak Mahindra Bank
New Delhi, Delhi
Apply on Instahyre
Full–time
Responsibilities:
• Understand and analyze client's requirements along with the Relationship
• Manager (RM) and manage all client communication. Liaise with all support functions (service team, credit, documentation team, Transaction Banking, Treasury, Legal) and ensure seamless service to the customer
Assisting the RM in:
• Identifying leads and connecting with potential clients.
• Structuring transactions, financial statement analysis, preparation of In-
• Principle approval notes and obtaining relevant approvals.
• Conducting credit reviews and account monitoring on a regular basis.
• Identifying opportunities for cross selling of products and services and provide leads to RMs/product partners.
• Participating in various business development activities with the RM & amp; other senior officials of the Bank.
Requirements:
• 0-2 years of experience, MBA (from Tier1/2/3) /CA.
• Strong interpersonal skills
• Passion for financial services
• Aptitude for sales and business development
• Mandatory skills: Client Communication, Business Development, Transaction Banking, Financial Statement Analysis, Account Monitoring
• Qualification: Post Graduate or Higher
💡 Quick Summary
Seeking a career-building opportunity? The Assistant Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
