Portfolio Relationship Manager

4 weeks ago

Jaipur, Rajasthan, India Kotak Mahindra Bank Full time

Job Category KMBL Degree 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

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