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Kotak Life Insurance
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Portfolio Relationship Manager-SME-Sales

Portfolio Relationship Manager-SME-Sales

Kotak Life Insurance

1 - 6 years

5 - 9 Lacs

Mumbai

Posted:1 week ago| Platform:

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Skills Required

sales trade wholesale relationship management wholesale banking team management team handling cms sme business development retail sales credit appraisal forex haccp food safety marketing portfolio hygiene wealth management corporate banking finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wholesale Banking SME Portfolio Relationship ManagerGrade 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 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 AccountsGrowing the current book sizeCross SellPortfolio Profitability and HygieneRelationshipsExternal clientsInternal clients- BIU, Product, RMs, Leadership Team Qualification and Experience
GraduatePreferably MBA or CA Job Skills
Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customersAnticipates and analyses client needs and expectationsUnderstands the importance of KOTAK ethics when dealingUnderstands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

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Portfolio Relationship Manager-SME-Sales