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 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 Relationship Manager

    7 days ago

    Ahmedabad, -Ahmedabad-Siddhi Vinayak Complex-Satelliate-GUJ, Ahmedabad, Gujarat, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Portfolio Relationship Manager-BRANCH BANKING-POS (Point of Sale)The Portfolio Relationship Manager will be responsible for managing client portfolios and building strong relationships with clients. They will work closely with the Branch Banking team and focus on Point of Sale (POS) services. The role involves providing financial advice and ensuring customer...

  • Portfolio Relationship Manager

    7 days ago

    Chennai, -CHENNAI- G.N.STREET-NO. -BR-TLN, G.N.STREET, Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Portfolio Relationship Manager-BRANCH BANKING-POS (Point of Sale)The Portfolio Relationship Manager will be responsible for managing client portfolios and maintaining strong relationships with clients. They will work within the branch banking sector, specifically focusing on Point of Sale (POS) services. The role involves providing financial advice and...

  • Relationship Manager

    2 days ago

    Chennai, India Abakkus Asset Manager Private Limited Full time

    Job Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...

  • Trade Placement

    1 week ago

    Mumbai, India CredAble Full time

    Job Description Job Title: Trade Placement & Portfolio Relationship Manager Experience: 2 4 years Location: Mumbai Department: Trade Finance / Corporate Banking Reporting to: VP Job Overview: We are looking to onboard a driven and detail-oriented Trade Placement & Portfolio Relationship Manager with 2 4 years of experience. This role is ideal for...

  • 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...

  • Relationship Manager-Portfolio-AGRI-FIN-PROJECTS

    7 days ago

    Surat, -Surat-Megh Mayur Plaza-GUJ, Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Relationship Manager-Portfolio-AGRI-FIN-PROJECTS (AF)-Marketing Branches OperationsThe Relationship Manager-Portfolio-AGRI-FIN-PROJECTS is responsible for managing client portfolios in the agricultural finance sector. This role involves working closely with marketing branches and overseeing operations in the Surat region. The ideal candidate will have...

  • 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...

  • (17/10/2025) Portfolio Relationship Manager-SME-Sales

    3 weeks ago

    Delhi, India Kotak Mahindra Bank Limited Full time

    Job Description 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...

  • Relationship Manager

    2 weeks ago

    india Peoplemint Consultants Full time

    Hiring for " Senior Relationship Manager-Large Corporate " in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities: 1. Client Relationship Management...

  • Portfolio Manager

    4 weeks ago

    india, IN Onemind Services LLC Full time

    Portfolio Manager – Onemind ServicesSupporting an Enterprise Customer AccountWe’re looking to hire a Portfolio Manager to join Onemind Services and support an enterprise customer account. This role is not a traditional project manager or scrum facilitator position. It requires someone with the ability to oversee and drive multiple projects across teams...