Portfolio Relationship Manager - WC_Working Capital-Sales_New Delhi
Kotak Securities Limited
Work from Office
Full Time
Min. 1 yearJob Description
Portfolio Relationship Manager - WC_Working Capital-Sales_New Delhi
- Responsible for managing and growing a portfolio of clients focused on working capital sales. - Engage with clients to understand their financial needs and provide suitable working capital solutions. - Build and maintain strong client relationships to ensure customer satisfaction and retention. - Collaborate with internal teams to facilitate smooth processing and delivery of financial products. - Monitor client portfolios to identify opportunities for upselling and cross-selling. - Ensure compliance with company policies and regulatory requirements. - Requires strong sales acumen and client management skills. - The role is based in New Delhi and involves direct client interaction. - Suitable for candidates with experience in financial services sales, particularly in working capital financing.Job role
Job requirements
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