Portfolio Relationship Manager-SME-Sales

Kotak

About the Company/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 

2) 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 

Minimum Experience – 6 years 

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

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Confirmed 15 hours ago. Posted 25 days ago.

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