Portfolio Relationship Manager

12 hours ago

Chandigarh, Chandigarh, India Kotak Mahindra Bank Limited Full time
Job Description

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.

  • Business Relationship Manager

    7 days ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Business Relationship Manager - WC-Working Capital-SalesJob DescriptionBusiness Relationship Manager Department Business Banking AssetsLocationPosition Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship ManagerJob Description       · Manage and service existing portfolio of WC clients including renewal and enhancement of...

  • Financial Portfolio Specialist

    8 hours ago

    Chandigarh, Chandigarh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000

    As a Financial Portfolio Specialist, you will be responsible for creating and managing personalized investment portfolios for clients. This includes planning and executing customized asset allocation strategies, as well as providing ongoing portfolio monitoring and adjustments to optimize returns.Key Responsibilities:BUILD STRONG RELATIONSHIPS WITH CLIENTS...

  • Portfolio Manager-credit Card-recovery Area

    2 weeks ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time

    Portfolio ManagerDepartment Kotak Mahindra Bank - Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 - M2 Monitoring and maintaining collection for the area Managing repossession Co-ordination with collection agency repossession agent sale of asset Legal formalities Graduate Min 2 - 5 years of...

  • Affluent Relationship Manager- Business Banking

    4 weeks ago

    Chandigarh, Chandigarh, India Skywings Advisors Full time

    Hi We are hiring for banking industry Job Title Affluent Relationship Manager Business Banking BB Department Business Banking Commercial Banking Location Chandigarh Experience Required 5 10years in Business Banking SME segment CTC As per industry standards Roles Responsibilities Manage and grow a portfolio of High-Value SME Business...

  • Commercial Insurance Portfolio Manager

    22 hours ago

    Chandigarh, Chandigarh, India beBeeCommercial Full time ₹ 8,00,000 - ₹ 12,00,000

    Job DescriptionThe role of Commercial Lines Underwriting Manager involves overseeing the underwriting process for commercial line products, ensuring compliance with guidelines and approvals. This includes managing portfolios, conducting trainings, and collaborating with distribution teams to grow business.Underwrite commercial line products, including fire,...

  • 15h Left Relationship Manager

    3 days ago

    Chandigarh, Chandigarh, India SREI Infocomm Services Ltd. Full time

    Job DescriptionRole profile:- Responsible for identifying and maintaining relationship with existing & prospective clients, vendors, manufacturers etc. in order to generate business leads, achieve disbursement targets and simultaneously maintain portfolio profitability & quality in the assigned area.- Liaison with Zonal and Regional managers to formulate the...

  • Portfolio Business Development Specialist

    3 hours ago

    Chandigarh, Chandigarh, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 11,00,000

    Key Role:We are seeking an experienced Portfolio Relationship Manager to join our team at Kotak Mahindra Bank Limited. As a key member of our sales team, you will be responsible for understanding clients' business needs and providing tailored working capital solutions across various products.Main Responsibilities:To comprehend clients' business models,...

  • Client Relationship Manager

    4 days ago

    Chandigarh, Chandigarh, India beBeeClient Full time

    As a seasoned business professional, we seek an exceptional Client Relationship ManagerThis is a high-profile role for managing client relationships and driving revenue growth through strategic planning and execution.You will be responsible for developing and implementing comprehensive relationship management plans to ensure client satisfaction and...

  • Relationship Manager

    4 weeks ago

    Chandigarh, Chandigarh, India PrepLadder Full time

    Job Summary:The Relationship Manager will play a crucial role in supporting and engaging our StudentAmbassador program. This role involves reaching out to existing Student Ambassadors,encouraging them to continue their efforts, resolving their queries, and ensuring they haveall the necessary resources to succeed. The ideal candidate will have...

  • Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India PrepLadder Full time

    Job Summary: The Relationship Manager will play a crucial role in supporting and engaging our Student Ambassador program. This role involves reaching out to existing Student Ambassadors, encouraging them to continue their efforts, resolving their queries, and ensuring they have all the necessary resources to succeed. The ideal candidate will have excellent...