Portfolio Relationship Manager

6 days ago

Jodhpur Rajasthan, India Kotak Mahindra Bank Full time

Job Category KMBLDegree Level Bachelor s Degree 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

  • Relationship Manager – Working Capital

    1 week ago

    Jodhpur, India STAFFIAA Full time

    Relationship Manager – Working Capital Locations: Jaipur, Jodhpur, Udaipur, Bikaner Designation: Relationship Manager CTC: Up to 5 LPA Experience: Minimum 2 Years Product: Working Capital – CC, OD, Term Loan Role Overview: We are looking for experienced Relationship Managers to drive Working Capital business across key Rajasthan markets. This role...

  • Relationship Manager

    19 hours ago

    Jodhpur, Rajasthan, , India Mittsure Techologies LLP Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    JobDescription: Relationship Manager* Locations:Multiple Locations Across IndiaDepartment:Sales and Marketing**KeyResponsibilities:* * *Actas the face of Mittsure technologies, ensuring professionalism and a strongbrand image.* 1.Sales or lead Generation:•Identify and approach potential customers such as schools, bookstores, anddistributors in assigned...

  • Relationship Manager

    4 days ago

    Jodhpur, Rajasthan, India Universal Sompo General Insurance Co. Ltd. Full time ₹ 6,00,000 - ₹ 10,00,000 per year

    Company DescriptionUniversal Sompo General Insurance Co. Ltd. is a joint venture between Indian Bank, Indian Overseas Bank, Karnataka Bank, Dabur Investments, and the global insurer SOMPO. Headquartered in Mumbai, the company operates 181 offices across India, supported by digitally enabled employees and an extensive distribution network. Offering 234...

  • Relationship Manager

    2 weeks ago

    Jodhpur, India STAFFIAA Full time

    Job Title: Relationship Manager – LAP & Business Loan Location(s): Jodhpur, Alwar, Ajmer, Pali CTC: Up to 6 LPA Vertical: Prime – Loan Against Property (LAP) & Business Loan Key Responsibilities: Source customers for LAP & Business Loan through DSAs, connectors, and direct channels Manage client relationships and ensure smooth disbursals Achieve assigned...

  • Relationship Manager

    6 days ago

    Jodhpur, Surajpur, Kaithal, India Indusind Bank Full time

    Job Description A Relationship Manager for Agriculture Businessbuilds and maintains relationships with clients in the agricultural sector by acquiring new customers and deepening existing ones to grow the portfolio. Key responsibilities include offering loan products, cross-selling other banking and insurance products, and managing account performance,...

  • Relationship Manager

    18 hours ago

    Jodhpur, Rajasthan, India Tata Capital Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Description1  New Business Prospects:Originate new business prospects within the SME / infrastructure sector through direct sourcing and open market channels.2  Customer Acquisition:Acquire SME customers and manage their proposals, guiding them up to the disbursement stage.Achieve the targeted New To Business (NTB) numbers3  Business Generation:Meet...

  • Relationship Manager

    3 weeks ago

    Jodhpur, India Call2Connect Full time

    Position:- Relationship Manager Mode:- Online digital salesProduct:- Ulip plans(mutual Fund)Some basic eligibility criteria are given below ::- Graduate/Post-graduate (Preferred)Financial products knowledge is must (MF/FD/Gold/ULIPs etc.)- Good communication skills (Hindi/English)Immigiate joiner onlyMinimum 2-3 years of experience in Life Insurance(Policy...

  • Relationship Manager

    3 weeks ago

    Jodhpur, India Call2Connect Full time

    Position:- Relationship Manager Mode:- Online digital salesProduct:- Ulip plans(mutual Fund)Some basic eligibility criteria are given below ::- Graduate/Post-graduate (Preferred)Financial products knowledge is must (MF/FD/Gold/ULIPs etc.)- Good communication skills (Hindi/English)Immigiate joiner onlyMinimum 2-3 years of experience in Life Insurance(Policy...

  • Relationship Officer

    4 days ago

    Jodhpur, Rajasthan, India BHARTI AXA LIFE INSURANCE COMPANY LIMITED Full time

    **Roles and Responsibilities**: **Banca Channel: Karnataka Bank** - achieve the sales target set by the company. - Motivating the advisors to achieve the sales target set by the company. Provide on the job training and manage & monitor performance of the advisors - Relationship management with stakeholders. - Maintain persistence for the policies procured by...

  • Relationship Manager

    1 week ago

    Jodhpur, India White Force Full time

    Job description Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: Dharmesh Tanna Temporary: Permanent: Yes Pay scale: Up to 6.00 LPA Location: Ahmedabad, Mumbai, Chennai, Delhi, Indore/Bhopal, Jaipur, Chandigarh, Assam, and Odisha. Date Needed: At earliest Essential Job Functions 1. Own sales target of each partnership...