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Kotak Life Insurance
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Portfolio Relationship Manager - WC-Salaried PL AND Working Capital

Portfolio Relationship Manager - WC-Salaried PL AND Working Capital

Kotak Life Insurance

2 - 3 years

4 - 5 Lacs

jaipur

Posted:1 week ago| Platform:

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Skills Required

portfolio relationship management sales management branch operations business development financial services sales life insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

About The Role
Portfolio Relationship Manager
Department WCG Portfolio Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M2/M3/M4
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 & confidence.

Focus on continually increasing book size and profitability of the assigned portfolio.

To understand client business model, 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

Share rapport with other operating units to customize and develop solutions

To ensure correct sourcing of clients is done and maintain high standard of hygiene parameters including managing risk/delinquency etc.

Job Requirement

Excellent written and oral communication skills

Preferably MBA/ CA

Experience2-3 years" experience in the local market preferably some background in Sales & Credit 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 OD, CC, BG, LC, Imp/Exp limits etc.

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Portfolio Relationship Manager - WC-Salaried PL AND Working Capital