Portfolio Manager

  • Category: Bank Jobs
  • Location: Mumbai, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 16K to 31K
  • Published on: 2025/09/20

Job Description

Job Role:
• Enhancement of Deposit pool from Customers
• Establishing standards and delivery of service
• Sale of non-deposit products. Cross selling targets progressively
• Sale of MF and Insurance products
• Fee Income
• Branch Administration
• Regulatory Compliance
• Manage productivity and overall morale of branch team members
• Overall responsible for break-even and P&L of branch

Job Requirements:
• Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities
• Must have had Sales experience and exposure, preferably of Liabilities products
• Qualifications- MBA / CA/ CAIB
• Good Leadership skills (though more tactical than strategic)

Thinker:
Doer – 40:60
• In-depth understanding of financial instruments, markets and macro micro economic processes
• Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT"
• Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives


Company Name: Kotak Mahindra Bank

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