Job Category: Portfolio Relationship Manager- SME WBG -Grade SM/Chief Mngr
Job Type: Full Time
Job Location: Mumbai
Company Name: One of the Leading Bank
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Job Description
| Position / Job Title (Proposed) | SME – Portfolio Relationship Manager |
| Designation | Senior Manager/Chief Manager |
| Function | Corporate Banking-Sales |
| Segment | Wholesale Bank |
| Division | Wholesale Bank |
| Grade | M4/M5 |
| Reporting To | Area Business Manager |
| Location | Mumbai |
| 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 |
| 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 |