Portfolio Business Development Specialist

9 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, trade-related activities, and cash flows to identify opportunities and grow client relationships.
  • To establish and maintain high-quality relationships with key decision-makers in the target segments, focusing on continually increasing book size and profitability.
  • To develop and execute strategies to penetrate clients with various products, including Current Accounts, Term Deposits, Transaction Banking, and Trade Finance.
  • To manage risk, delinquency, and ensure correct sourcing of clients while maintaining high standards of hygiene parameters.
  • To work closely with external partners, such as DSAs, CAs, and associations, to build sustainable direct sourcing channels for new customer acquisition.

Required Skills & Qualifications:

  • Excellent written and oral communication skills.
  • 2-3 years of experience in sales and credit knowledge, preferably in the local market.
  • Strong influencing skills, ability to get customers to buy into asset propositions.
  • Good relationship management skills and job knowledge.

About Us:

Kotak Mahindra Bank Limited is a leading financial services institution committed to delivering exceptional customer experiences and innovative solutions. We offer a collaborative and dynamic work environment that fosters growth and development.

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