
Portfolio Relationship Manager
3 days ago
Position - Portfolio Relationship Manager - WC-Salaried PL And Working Capital-Sales
Department - WCG Portfolio
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
6 days ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearPortfolio 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 ...
-
Relationship Manager-portfolio-agri-fin-projects
4 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
2 weeks 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...
-
Senior Portfolio Manager
5 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
-
Relationship Manager
2 weeks 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
3 days 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,...
-
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...