
Portfolio Relationship Manager
3 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 Relationship Manager
20 hours ago
Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPosition - Portfolio Relationship Manager - WC-Salaried PL And Working Capital-Sales Department - WCG PortfolioReporting Relationship - Will report to TBM/ABM/RBMPosition Grade - M2/M3/M4Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit,...
-
Relationship Manager-portfolio-agri-fin-projects
3 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree JD - Portfolio Relationship Manager Candidate should be self-motivated strong relationship management skills Requires decent communication skill understanding of local language will be an advantage To manage and grow existing portfolio of customers in Agri Food processing MSME Industries by...
-
Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRelationship Manager-Portfolio-AGRI-FIN-PROJECTS -Marketing Branches Operations Job RoleCandidate should be self-motivated strong relationship management skills. Requires decent communication skill, understanding of local language will be an advantage.To manage and grow existing portfolio of customers in Agri, Food processing MSME Industries by offering...
-
Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Corporate Chemistry Full timeA renowned P2P lending company in Mumbai is looking for Portfolio Managers who are well versed in creating B2B alliances Qualification Graduates Min 60 MBAKey Skills People Management Managing IFA s Agency Management Asset Allocation Techniques High degree of data interpretation Must continually prospect for new clients while maintaining...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Title: Relationship Manager / AVPDepartment: Small Enterprises (SE)Experience: 3-4 YearsGrade: Manager to AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover upto 100 Cr...
-
Portfolio Manager
4 weeks ago
Mumbai, Maharashtra, India Wave HR and Advisory Pvt Ltd Full timeThis position is a part of Markets IWMS India - Portfolio Management (Discretionary).This hiring (headcount) is approved under the India Business Transformation Strategy. Discretionary Portfolio Management is an important growth initiative in the India strategy and the current PM team needs to be strengthened for supporting larger volumes as well as...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesWe are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from 100 Cr to 500 Cr, maintaining portfolio hygiene, and actively engaging in cross-selling financial...
-
Relationship Manager
19 hours ago
Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per yearDepartment - Agri Business Group (Agri SME Working Capital Loans)Job Title - Relationship Manager - Grade M3 / M4 (Manager / Sr. Manager) Portfolio Management - Marketing Branches OperationsReporting to - Area Sales Manager (ASM)Job ProfileJob RoleCandidate should be self-motivated & strong relationship management skills. Requires decent communication skill,...
-
Senior Portfolio Manager
3 days ago
Mumbai, Maharashtra, India Make My Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per yearResponsibilities:* Lead wealth management strategies for high net worth clients* Oversee PMS & alternative investments portfolios and advise* Manage HNI client relationships through sales & service* Drive mutual fund , PMS AIF SalesSales incentivesPerformance bonusAnnual bonus
-
Real Estate Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Conquer Planetario Real Estate LLC Full timeJob descriptionJob Title: Portfolio Manager - Sales Location- Malad West- Mumbai Company Name: Conquer Planetario Real Estate Job Type: Full-time About Us: Conquer Planetario Real Estate is a leading real estate firm in Dubai, dedicated to delivering exceptional investment outcomes for our clients. We're seeking an experienced Portfolio Manager - Sales...