Portfolio Relationship Manager-sme-sales
16 hours ago
Job Category KMBL Degree Level Bachelor s Degree The Portfolio Relationship Manager PRM in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from 50 to 500 crores This role involves deep relationship management credit handling and cross-selling of banking solutions tailored to the unique needs of emerging corporates The PRM acts as a single point of contact SPOC for all client requirements ensuring high levels of service profitability and portfolio hygiene Responsibilities 1 Portfolio Management Manage and grow the existing client portfolio by maintaining strong relationships and understanding client needs Handle credit renewals limit enhancements and ensure timely documentation and compliance Monitor portfolio health and ensure adherence to internal risk and credit guidelines 2 Client Acquisition Relationship Ownership Refer and onboard New-To-Bank NTB accounts by identifying potential clients and presenting Kotak s value proposition Act as the SPOC for all client interactions ensuring seamless coordination across products and services Build long-term relationships with clients to enhance engagement and retention 3 Cross-Selling Revenue Growth Identify opportunities to cross-sell Trade Finance Forex and Cash Management Services CMS solutions Collaborate with internal product teams to deliver customized solutions that meet client requirements Drive revenue growth through increased product penetration and wallet share 4 Portfolio Profitability Hygiene Ensure profitability of the managed portfolio by optimizing pricing product mix and service delivery Maintain portfolio hygiene by ensuring timely renewals documentation and compliance with credit norms Track and manage delinquencies if any and take proactive steps to mitigate risks 5 Internal External Stakeholder Management Liaise with internal teams such as BIU Product Risk and Leadership to ensure smooth service delivery Represent client interests internally and ensure timely resolution of service issues Maintain strong external relationships with clients auditors and other stakeholders Qualifications Experience Graduate mandatory MBA or Chartered Accountant preferred Prior experience in SME banking corporate relationship management or credit appraisal is desirable
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Relationship Manager
1 week ago
Bengaluru, Mumbai, Pune, India Aditya Birla Capital (ABCL) Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearWe have openings for Relationship Manager - SME across locations i.e Delhi, Bangalore, Chennai, Hyderabad, Pune, MumbaiClient Acquisition: Identify and onboard small and medium enterprises (SMEs) needing financial support.Loan Sales: Promote and sell SME loan products tailored to client needs.Credit Assessment: Assist in evaluating borrower profiles and...
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Pune, Maharashtra, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services including cash management services current accounts time deposits trade finance working capital finance term loans and foreign exchange Through our continued commitment DBS has cultivated long-standing relationships...
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Relationship Manager
4 weeks ago
Pune, Maharashtra, India Standard Chartered Full timeJob Summary As a Standard Chartered Relationship Manager in SME Banking you ll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk...
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Portfolio Management Sales
1 week ago
Mumbai, Maharashtra, India Pinnacle Employement Services Full timeWhat you will work on**:PMS Sales** - You get pre-scheduled video meetings with potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of ₹50L & above) - Interact and convert these high-intent inbound clients into investing in our...
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Relationship Manager-Supply Chain-Sales-Pune
1 week ago
pune, India Tata Capital Full timeDescriptionNew Business Prospects:Originate new business prospects within the SME sector through direct sourcing and open market channels.Customer Acquisition:Acquire SME customers and manage their proposals, guiding them up to the disbursement stage.Business Generation:Meet existing SME clients to identify business opportunities and drive revenue.Working...
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Relationship Manager
2 weeks ago
Pune, Maharashtra, India SBI Funds Management Limited Full time ₹ 8,00,000 - ₹ 24,00,000 per yearRoles & Responsibilities• Responsible for driving the entire Institutional sales or Key Accounts Management in the Region.• To ensure marketing activities and business promotional activities with the entire Institutional channel of region.• Experience in directly handling Family Offices / HNI / SME clients / Corporates.• Drive business growth in...
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Nashik, Maharashtra, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services including cash management services current accounts time deposits trade finance working capital finance term loans and foreign exchange Through our continued commitment DBS has cultivated long-standing relationships...
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Portfolio Relationship Manager
2 weeks ago
Ahmedabad, Mumbai, Pune, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & responsibilitiesCandidate should be self-motivated & strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage.To manage and grow existing portfolio of customers in Agri, Food processing & MSME Industries by offering loan products in line with customer requirements of Working...
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Relationship Manager
4 days ago
Raigarh Fort, Maharashtra, India Varthana Full time ₹ 2,00,000 - ₹ 6,00,000 per yearPublished ondd-MMM-yyyyBranchThaneQualificationsGraduationExperience1 Years - 0 Months To 3 Years - 0 MonthsContactThejas Key Requirement for the PositionMinimum Education Qualification: Graduation1-3 years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance IndustryPassionate for sales and experience in direct...
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Pune, India DBS Bank Full timeAssociate, Channel Relationship Manager, Small Medium Enterprises-(WD79087)Business Function Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange,...
