Portfolio Relationship Manager-SME-Sales

3 weeks ago


Mumbai India Kotak Mahindra Bank Limited Full time

About the Company/Business

SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs

2) Specification
What are the areas (in quantitative terms) the job has an impact on

PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions

Key Deliverables
New To Bank Accounts
Growing the current book size
Cross Sell
Portfolio Profitability and Hygiene Relationships

External clients
Internal clients- BIU, Product, RMs, Leadership Team

Qualification and Experience

Graduate
Preferably MBA or CA
Minimum Experience â€' 6 years

Job Skills

Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers

Anticipates and analyses client needs and expectations

Understands the importance of KOTAK ethics when dealing

Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials


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