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Kotak Life Insurance
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Portfolio Relationship Manager - WC-Working Capital-Sales

Portfolio Relationship Manager - WC-Working Capital-Sales

Kotak Life Insurance

3 - 4 years

5 - 9 Lacs

Bengaluru

Posted:4 days ago| Platform:

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Skills Required

wc sales working capital current account ups business loan team handling business development sme cross selling retail assets branch management term loan business banking marketing portfolio relationship management asset finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Needs to have a good knowledge of Local market. Must have experience in that Geography

To understand clients business & provide appropriate products

To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance

To build relationships with key persons in the target segments & build client trust & confidence.

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

Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible

Job Requirement:

Graduate / MBA

Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- healthcare loan, amount, rate & fees. Should have good oral and written Communication skills.

Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, supply chain

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3202 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Portfolio Relationship Manager - WC-Working Capital-Sales