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

3 weeks ago


Mumbai India Kotak Mahindra Bank Limited Full time

Job Description

Job Role:

- 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, CA OTB Nos. and Value Achievement

- No. of branches being OTB positive by the end of financial year

- Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.

- 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

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



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