Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
Kotak Securities Limited
Work from Office
Full Time
Min. 1 yearJob Description
Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
- Manage and grow portfolio relationships focusing on working capital and salaried personal loans. - Drive sales efforts related to working capital and salaried personal loan products. - Engage with clients to understand their financial needs and offer suitable credit solutions. - Collaborate with internal teams to ensure smooth processing and servicing of loans. - Maintain strong client relationships to maximize portfolio growth and retention. - Monitor market trends and competitor activities related to working capital and salaried loans. - Ensure compliance with company policies and regulatory requirements. - Work primarily in the Mumbai region, handling client interactions and sales activities. - The role demands strong sales acumen and relationship management skills. - Prior experience in financial services sales, especially in working capital and personal loans, is preferred.Job role
Job requirements
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