Portfolio Relationship Manager
4 days ago
Portfolio Relationship Manager-SME-Sales
Wholesale Banking – SME –Portfolio Relationship Manager
Grade – Manager/Senior Manager/Chief Manager
About the Business
SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs
Specification
What are the areas (in quantitative terms) the job has an impact on?
PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions
Key Deliverables
New To Bank Accounts
Growing the current book size
Cross Sell
Portfolio Profitability and Hygiene
Relationships
External clients
Internal clients- BIU, Product, RMs, Leadership Team
Qualification and Experience
Graduate
Preferably MBA or CA
Job Skills
Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers
Anticipates and analyses client needs and expectations
Understands the importance of KOTAK ethics when dealing
Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials
Experience LevelMid Level-
Portfolio management
2 weeks ago
Chennai, Tamil Nadu, India Neurealm (Formerly GS Lab | GAVS) Full time ₹ 2,94,000 - ₹ 4,37,000 per yearStrategy Development: Create and execute tailored investment strategies to meet individual client financial objectives, such as wealth growth or capital preservation. Market Research & Analysis: Conduct in-depth research into market trends, economic data, and specific investment vehicles to identify opportunities and assess risks. Portfolio Construction:...
-
Portfolio Relationship Manager
2 days ago
Chennai, Tamil Nadu, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per yearAbout The Role - Needs to have a good knowledge of Local market. Must have experience in that Geography- To understand clients business & provide appropriate products- To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance- To build relationships with key persons in the target segments & build client trust...
-
Relationship Manager
2 days ago
Chennai, Tamil Nadu, India Kotak Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Dishha Staffing Services Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition: Banking Relationship Manager (HL & LAP)Experience: 1 - 4 YearsLocation: Madurai - Simmakkal, Madurai - Pudur, Madurai - Kamarajar Salai, Madurai - KK Nagar, Madurai - Thirunagar, Rajapalayam, Kovilpatti, Melur, Ponnamaravathy, Palani, OddanchatramJob Description:We are looking for a proactive and customer-focused Banking Relationship Manager with...
-
Relationship Manager
6 days ago
Chennai, Tamil Nadu, India Bharath Lajhna Multi State Housing Co Op Society L Imited Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearResponsibilities:* Manage client relationships through regular communication & meetings* Collaborate with investment team on portfolio strategies* Provide financial advice & product recommendationsAnnual bonusHealth insuranceProvident fund
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Probity Consultancy Full time ₹ 6,00,000 - ₹ 12,00,000 per yearGreetingsManage client portfolios & relationshipsCollaborate with sales team on life insurance productsDevelop new business opportunities through networkingMeet revenue targets through mutual fund salesIf interested apply to this post
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Rupeek Full time ₹ 6,00,000 - ₹ 18,00,000 per yearThe ideal candidate will be responsible for Gold loanA Gold Loan Relationship Manager (RM) is responsible for acquiring new customers, generating and maintaining a gold loan book, building strong client relationships, and ensuring portfolio quality and timely interest collections. Key duties include leading marketing activities, assisting with loan...
-
Relationship Manager
4 days ago
Chennai, Tamil Nadu, India Aionion Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionAIONION CAPITAL MARKET is a financial planning stock broking company , which helps clients to build their portfolio for long term invesrments.Role DescriptionThis is a full-time on-site role for a Relationship Manager, located in Chennai. The Relationship Manager will maintain and nurture relationships with key clients, ensure client...
-
CRIMS Portfolio Management
6 days ago
Chennai, Tamil Nadu, India Ionixx Technologies Full time ₹ 15,00,000 - ₹ 25,00,000 per yearGreetings from IonixxCharles River IMS Portfolio Management & Risk Consultant (Contract)Location: Remote Duration: 36 months (extendable)Role SummaryWe seek a CRIMS Portfolio Management & Risk Consultant to support portfolio managers and risk analysts in portfolio construction, monitoring, and risk management. The role covers daily support as well as...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Indusind Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Title: Relationship Manager PSUReporting To: Zonal HeadDepartment: PSU Business GroupLocation - ChennaiPosition SummaryThe Relationship Manager – PSU is responsible for acquiring, managing, and deepening relationships with Public Sector Enterprises, including Central and State Government undertakings and departments. The role focuses on driving...