Portfolio Relationship Manager

3 weeks ago

Thane Maharashtra, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree Portfolio Relationship Manager - WC Department Working Capital WC Location Reporting Relationship Position Grade M3 M4 Job Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models target segments cash flows and structure WC solutions to best suit customer needs Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP Ensure timely renewal of limits Ensure timely closure of all pending PDD s Tracking and liaison with customer for submission of any pending stock statements stock insurance and stock audit compliance Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model Maintain optimum portfolio hygiene by ensuring client s entire churn is routed through KMBL along with closure of other CA s Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction Ensure minimum delinquency and work towards exit of clients identified in EWS Be the face for the customer for his entire WC solutions Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working Liaison with internal departments - credit ops trade desk branch to facilitate client issues and ensure that the same are resolved within minimum TAT Drive cross sell products and book penetration in allocated set of clients Generate leads from existing customers and on-board new customer s basis existing relationship management Maintain CASA book and generate float income by opening all group accounts Tracking of trade and forex transaction done by customer and generating income opportunities from this Job Requirement Preferably MBA CA Experience 2-3 years experience in the local market preferably some background in Credit Sales 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 Export Import limits Excellent written and oral communication skills Excellent written and oral communication skills

  • Portfolio Manager

    1 week ago

    Bandra, Mumbai, Maharashtra, India Pretty Child Full time ₹ 20,00,000 - ₹ 50,00,000 per year

    Job Title: Portfolio Manager/ Senior Relationship ManagerLocation: Mumbai - (with Travel)Job Type: Full-timeRole Overview:We seek a Portfolio Manager/ senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in...

  • Portfolio Manager

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Equirus Full time

    Qualification: MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience: 6–8 years of experience in equity research/advisory with exposure to HNI/UHNI client management.Prior leadership experience in PCG/Wealth Management/Direct Equity Advisory is strongly preferred.Roles & Responsibilities: Equity Research & AdvisoryLead the Direct...

  • Portfolio Relationship Manager

    4 weeks ago

    Thane, India Kotak Mahindra Bank Limited Full time

    Job Description Portfolio Relationship Manager - WC Working Capital (WC) M3/M4 Job Role - Manage and service existing portfolio of WC clients including renewal and enhancement of limits - Build strong and effective relationship with Promoters and build client trust and confidence - Understand business models, target segments, cash flows and structure WC...

  • Chief Portfolio Officer

    5 days ago

    Thane, India HR POWER PAK Full time

    Seeking an experienced **Chief Portfolio Officer** will be responsible to in charge of preserving and growing the company’s asset portfolios. The CPO provides foresight and insight when leading the company’s investment team, are engaged when completing all fund transactions whether institutional or private and are required to effectively maintain and...

  • Property Portfolio Manager

    1 day ago

    Bandra East, Mumbai, Maharashtra, India Krowmaerd Private Limited Full time ₹ 3,00,000 - ₹ 5,50,000 per year

    Responsibilities:Lead and manage the real estate portfolios of high-net-worth individuals, offering expert advice and strategic solutions for asset management and growth.Develop and nurture strong, long-term relationships with clients, understanding their unique needs and objectives to provide tailored services and solutions.Foster and expand our network of...

  • B.A Freshers For Relationship Manager

    2 weeks ago

    Thane, India Boyen Haddin Full time

    job title: virtual relationship manager location: thanecertification: nism series v-a (mutual fund distributors) or nism series viii (equity derivatives) is mandatoryrole overview:this role is responsible for managing the retail channel (mfd/ifa segment) of the mutual fund business through virtual/telephonic engagement. the candidate will drive business...

  • Relationship Manager

    5 days ago

    Affordable Housing>West>Maharashtra>Maharashtra>Mumbai>Maharashtra>Maharashtra>>Ayodhyanagar, India Equitas Small Finance Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Relationship Manager - AHF ESIRED RESULT Achieve the defined Disbursement Targets for New Products Collection efficiency & Portfolio Quality Self Development Process Orientaition

  • Elite Relationship Manager-household-branch Banking-relationship Management

    4 weeks ago

    Thane, Maharashtra, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree As an Elite Relationship Manager you will be responsible for overseeing a team of Relationship Managers ensuring they deliver exceptional client service and meet sales targets Your expertise will be instrumental in providing strategic guidance to clients helping them achieve their financial goals You will also...

  • Relationship Manager

    7 days ago

    Affordable Housing>West>Maharashtra>Maharashtra>Kolhapur>Kolhapur>Maharashtra>>TARABAI PARK, India Equitas Small Finance Ltd Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Relationship Manager To achieve the Business Targets for Disbursement Budgeted Yield for the financial year Budgeted Fee Income for the financial year Portfolio quality

  • Senior Portfolio Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    Job Summary Digitalize all the NTB ETB accounts of portfolio so that all clients can be activated to S2B platform Meeting client time to time and check customer performance discuss debtors stretch and probability of enhancement and other required products Ensure to have OPAC Operating Account criteria satisfied for example Quarterly Churning in accounts...