Kotak Securities LtdActive opening

Relationship Manager_Vishwas_0412_5029_1007793_HRR

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home loanslapsaleschannel managementcross-selling

Relationship Manager_Vishwas

Key Responsibilities

  • Source and drive business for Vishwas Home Loans (HL) and Loan Against Property (LAP) products. [jobaaj.com] , [in.talent.com]
  • Achieve business targets related to:
  • Loan disbursement volumes
  • Cross-sell products
  • Insurance sales [jobaaj.com] , [foundit.in]
  • Build and strengthen relationships with:
  • Kotak Bank Branches
  • DSAs (Direct Selling Agents)
  • Builders and channel partners [jobaaj.com] , [in.talent.com]
  • Ensure location and team productivity and achievement of sales goals. [jobaaj.com] , [foundit.in]
  • Maintain high customer satisfaction levels through NPS and service standards. [jobaaj.com] , [in.talent.com]
  • Coordinate with Credit, Operations, Legal and Technical teams for smooth loan processing. [jobaaj.com] , [in.talent.com]
  • Drive cross-sell of CASA and Third Party Products (TPP). [jobaaj.com] , [foundit.in]
  • Ensure adherence to all internal policies, compliance and regulatory guidelines. [jobaaj.com] , [foundit.in]

Eligibility / Experience

  • Graduate in any discipline. [broxer.com] , [in.talent.com]
  • Typically 1-3 years (or higher depending on grade) experience in:
  • Home Loans
  • LAP
  • Mortgage
  • Secured Lending
  • DSA / DST Channel Sales [jobaaj.com] , [in.talent.com]
  • Strong relationship management and channel development skills. [broxer.com] , [foundit.in]
  • Knowledge of secured banking products preferred. [jobaaj.com] , [foundit.in]

KRA Summary

  • Home Loan & LAP sourcing
  • DSA/Builder/Branch channel management
  • Disbursement achievement
  • Cross-sell (CASA, Insurance, TPP)
  • Portfolio quality & compliance
  • Customer satisfaction (NPS)
  • Stakeholder management across Credit, Ops & Lega

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Kotak Securities LtdRelationship Manager_Vishwas_0412_5029_1007793_HRR
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