Portfolio Relationship Manager - WC_Working Capital-Sales_Mumbai
Kotak Securities Limited
Work from Office
Full Time
Min. 1 yearJob Description
Portfolio Relationship Manager - WC_Working Capital-Sales_Mumbai
- Manage and grow portfolio relationships focusing on working capital sales. - Engage with clients to understand their working capital needs and provide suitable financial solutions. - Collaborate with internal teams to ensure smooth processing and servicing of working capital products. - Drive sales targets and contribute to business growth through effective relationship management. - Maintain up-to-date knowledge of financial products related to working capital and market trends. - Build strong client trust and ensure high levels of customer satisfaction. - Monitor portfolio performance and proactively address any issues or risks. - Coordinate with credit and risk teams for client assessments and approvals. - Maintain accurate records of client interactions and transactions. - Support business development initiatives within the working capital segment.Job role
Job requirements
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