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Kotak Life Insurance logo
Portfolio Relationship Manager -Sales Kotak Life Insurance

2.0 - 3.0 years

3 - 5 Lacs

ahmedabad

Work from Office

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. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. 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 & confi...

Posted Date not available

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