Portfolio Relationship Manager
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
Job Role
- To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
- To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share
- Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition.
- To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies.
- To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence.
- Focus on continually increasing book size and profitability of the assigned portfolio.
- To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships.
- To be alert on competitive elements in the target segments (viz. other banks etc.) & augment the presence and penetration of the Kotak brand in the target market
- Maintain high caliber client service.
- Improve efficiency by monitoring & overseeing continuous improvement of processes
- Share rapport with other operating units to customize and develop solutions
- To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc.
Job Requirement
- Excellent written and oral communication skills
- Experience: 2-3 years’ experience in the local market preferably some background in Sales & Credit Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees.
- Strong oral and written Communication
- Relationship Management Skill
- Good influencing skills
- Job Knowledge- The candidate would need to handle Sales for a gamut of products like OD, CC, BG, LC, Imp/Exp limits etc.
Experience Level
Mid LevelJob role
Job requirements
About company
Similar jobs you can apply for
Field Sales
Sales Executive
Fastech Technosolutions
Field JobFull TimeAny experience
Basic EnglishSales & Marketing Executive
Flotech SolutionsField JobFull TimeAny experienceGood (Intermediate / Advanced) EnglishBusiness Development Executive
Sapri ServicesField JobFull TimeMin. 6 monthsBasic English
Business Development Officer
Maantej EnterprisesWork from OfficeFull TimeAny experienceBasic EnglishField Relationship Manager
Sachin EnterprisesField JobFull TimeMin. 3 yearsBasic English
Retail Executive
Bajaj Life Insurance Company LimitedFull TimeAny experienceBasic EnglishYou can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed the required education and people who have 2 to 3 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Pune at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Pune . Through apna, you can find jobs in 64 cities across India. Join NOW!