Regional Portfolio Manager-Business Banking-Branch Banking-Sales

5 days ago


Delhi, Delhi, India Kotak Mahindra Bank Limited Full time
Job Description

Regional Portfolio Manager-Business Banking-BRANCH BANKING-Regional Sales

Job Role

- Financial Parameters
- Key Objective is to drive bank's strategy to grow over all CA book , enhance X sell and improve product and service holding ratio
- CA NTB Nos. and Value Achievement
- CA OTB Value Achievement
- No. of branches being OTB positive by the end of financial year
- Non-Financial Parameters
- Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services
- Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness.
- Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank's strategy for business banking and ensuring desirable productivity from BB resources
- Execute compliance and regulatory requirements pertaining to Business Banking portfolio for the region.
- Provide/facilitate training for branches/ ROs-RMs regarding business banking products, processes, new regulatory guidelines as per requirement in consultation with regional business leaders
- Drive and monitor HO and regional business banking objectives /campaigns through release of weekly/monthly dashboards /updates and periodical reviews.
- Discuss with underperforming resources / branches/ clusters in specific HO and regional campaigns and chalk out remedial plans, guiding them through focused monitoring of performance and action plan through Weekly/Monthly interactions and updates.
- Giving feedback to RBH and HO about quality of NTB sourcing, new or customized requirement of branches and helping them in providing solutions
- Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.

- Skills:

- Domain knowledge of business banking products and business

- Analytical skills with sales & customer management experience

- Good interpersonal skills and ability to work with cross functional teams

- Banking Product & Process Knowledge

- Planning and Organizing Skills

- Communication and presentation skills

- Knowledge of Competition & Current trends in financial Industry.

Job Requirements

- Good understanding of business banking segment and products
- Prior work experience as a Team leader role in product/sales management of business banking products
- Good in communication, presentation and people management
- Understanding of regulatory guidelines, banking processes, tech/digital enablers
- Ability to read and understand data and derive insights
- Understanding of business banking customer life cycle
- Innovative and problem solving approach
- Ability to read consumer behavior and trends

  • Delhi, Delhi, India Kotak Mahindra Bank Limited Full time

    Job DescriptionPlatinum Relationship Manager - Business BankingKRAs:. Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets. Sources new bank customers through external individual efforts and acquisition channel. Ensures high levels of customer service orientation and application of bank...


  • Delhi, Delhi, India JPMorgan Chase Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Platinum Relationship Manager – Business Banking KRAs:  Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets  Sources new bank customers through external individual efforts and acquisition channel  Ensures high levels of customer service orientation and application of bank...


  • Delhi, Delhi, India beBeeCustomer Full time ₹ 7,50,000 - ₹ 15,00,000

    Drive deposit growth by fostering strong customer relationships and delivering exceptional sales experiences. Main Responsibilities:Grow revenue through the sale of non-deposit products and cross-selling financial services.Manage branch administration, regulatory compliance, and team productivity.Promote fee income and insurance products to drive branch...

  • IndusInd Bank

    4 days ago


    Delhi, Delhi, India Indusind Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Positions : Deputy Branch Manager (DBM)Deputy Branch Manager (DBM) - Role Details:Deputy Branch Manager is responsible for overall management of the lobby team in the branch and for achieving excellence across service, sales and operational functions in the branch. The Deputy Branch Manager reports to the Branch Manager who is the overall head of the...


  • Delhi, Delhi, India ACURA SOLUTIONS LTD Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Profile: Branch Relationship Manager (Liabilities)Exp. Req: 3+ YrsCASA AcquisitionAge up to 33 YearsGrade up to Senior ManagerRetail Branch bankingPortfolio Management HNI Profile.A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment ServicesThe job...


  • Delhi, Delhi, India Kotak Mahindra Bank Full time

    Job Category KMBLDegree Level Bachelor s Degree Investment Specialist - RMCE Job code-160076Grade- M4 M5 Location MumbaiJob RoleOwnership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped AreaPenetration of client base for creating new investors in MF investments from existing client...


  • Delhi, Delhi, India iServeU Technology Full time

    About the job:Job Position: Manager- Banking SalesJob Locations: DelhiCompensation: NegotiableExperience: 4+ YearsSkills: Banking Sales, Banking Relationship Management, Solution selling to banksCompany Introduction:iServeU is Asia's leading banking infrastructure platform provider enabling financial enterprises to offer embedded banking services to their...


  • Delhi, Delhi, India beBeeBusiness Full time

    Key Role SummaryThis role will focus on developing and maintaining strong relationships with assigned banks in the region.The successful candidate will be responsible for prospecting, selling, and managing RMs/Sales people in banks who are also involved in mutual funds.Responsibilities:Influencing decision-making at senior levels to secure mind share from...


  • Delhi, Delhi, India Bajaj Allianz Full time

    Execution Support partners to register claims on behalf of customers coordinate to ensure approvals within agreed timelines Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and...


  • Delhi, Delhi, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Title: Business Banking Portfolio StrategistAs a key member of the business banking team, you will be responsible for driving strategy to grow current account portfolios, enhance cross-selling and improve product holding ratios.