Portfolio Relationship Manager-SALARIED PL AND WORKING CAPITAL-Sales

Candidate Experience site (India, India) 5 days ago

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.

  • Work closely with Branch Banking teams for new customer addition.

  • 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 to continually increase the Book size and profitability of the assigned portfolio.

  • To understand client business models, 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

  • Constantly have a rapport with the operating units to customize and develop solution


Job Requirement:


· Excellent written and oral communication skills



  • Preferably MBA/ CA

  • Experience: 2-3 years experience in the local market preferably some background in Credit & Sales 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 BL, OD, CC.

Portfolio Relationship Manager-SALARIED PL AND WORKING CAPITAL-Sales

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