Portfolio Relationship Manager
2 days ago
Portfolio Relationship Manager
Department
WCG – Portfolio
Location
Delhi
Reporting Relationship
Will report to TBM/ABM/RBM
Position Grade
M2/M3/M4
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
- Preferably MBA/ CA
- 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.
-
Portfolio Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPortfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales Portfolio Relationship Manager Department WCG – Portfolio Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M2/M3/M Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like...
-
IS Portfolio Manager
1 day ago
Bengaluru, Karnataka, India ABB Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThis Position reports to: Demand & Consultancy ManagerAt ABB, we are looking for an IS Portfolio Manager for Technology and Platform Demand who will play a critical role in shaping and driving our digital transformation journey. This is your opportunity to work with infrastructure services such as hosting, cloud, networks, and monitoring while collaborating...
-
Relationship Manager
2 days ago
Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRelationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer...
-
Portfolio Manager
4 days ago
Bengaluru, Karnataka, India Search Advisers Services ( GUJ ) Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 25,00,000 per yearPortfolio Manager :R&D and Resource Management(business Management(Business Transformation)Portfolio and Resource Management team is responsible for efficiency and level of maturity of execution for the R & D Portfolio. The candidate will be responsible for bringing about Business orientation to EOLE applicationsand defining requirements of evolutions by...
-
Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India CashInvoice Full time ₹ 84,00,000 - ₹ 96,00,000 per yearJob Summary:The Relationship Manager (RM) for Mid/Large Corporate acquisition will be responsible for managing and growing a portfolio of mid-sized/Large corporate clients. This role requires a dynamic professional who can understand client needs, provide financial solutions, and deliver excellent service to foster long-term relationships. The RM will be...
-
Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Manage My Estate Full time ₹ 4,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt Manage My Estate, we strive to guide, support, and build lasting relationships with our clients by offering world-class service and expertise. We are committed to delivering comprehensive solutions with integrity, transparency, and professionalism in every transaction. Our goal is to exceed expectations and ensure our clients'...
-
Relationship Manager
5 days ago
Bengaluru, Karnataka, India Northern Arc Capital Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is an on-site role for a Relationship Manager based in Bangalore and Hyderabad .The Relationship Manager will be responsible for building and managing relationships with institutional partners, overseeing lending and financial product offerings, and ensuring client satisfaction. The role involves understanding client requirements,...
-
Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Cashinvoice Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany Overview:Cashinvoice is a digital marketplace revolutionizing supply chain finance for MSMEs (Micro, Small, and Medium Enterprises). Our technology platform seamlessly connects large corporations, financial institutions, and their MSME vendors to facilitate embedded lending products and provide crucial working capital, enabling them to grow and scale...
-
Portfolio Implementation
1 day ago
Bengaluru, Karnataka, India AQR Full time ₹ 6,00,000 - ₹ 18,00,000 per yearPortfolio Implementation Support Analyst About AQR Capital ManagementAQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous...
-
Relationship Manager
2 days ago
Bengaluru, Karnataka, India Tata Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescription11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...