Verified Job
Accounting - Finance
Kotak Mahindra Bank - Portfolio Relationship Manager - Small Medium Enterprise
Accounting - Finance
#537006
Remote / WFH
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.
