Portfolio Relationship Manager|SALARIED PL AND|

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Portfolio Relationship Manager-SALARIED PL AND...

WP-Buddy
Indore, Madhya Pradesh
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21 hours agoFull–time
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 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