Job Description
Job Description:
- 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 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.
- 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 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.
💡 Quick Summary
Seeking a career-building opportunity? The Kotak Mahindra Bank - Portfolio Relationship Manager - Small Medium Enterprise position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
