Portfolio Relationship Manager - Small Business Enterprise Sales

Portfolio Relationship Manager - SBE-Small Business Enterprise-Sales Job Role Manage and service existing portfolio of SBE clients (upto Rs.100 lacs) including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows, structure working capital and business loan solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits Ensure timely closure of all pending PDD’s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring client’s entire churn is routed through KMBL along with closure of other CA’s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments – credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer’s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience: 2-3 years experience in the local market preferably some background in Credit & Sales 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, BL etc. Excellent written and oral communication skills Experience Level Mid Level
• It is a Full Time Accountant job for candidates with 2 - 3 years of experience.

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Who is eligible to apply for this Portfolio Relationship Manager - Small Business Enterprise Sales job at Kotak Mahindra Bank Limited?
Ans : Candidates should have All Education levels for this Portfolio Relationship Manager - Small Business Enterprise Sales job offered by Kotak Mahindra Bank Limited.

How much can you earn in this position?
Ans : Salary details will be shared during the hiring process.

What shift and timings does this job follow?
Ans : This Portfolio Relationship Manager - Small Business Enterprise Sales job follows a Day shift.

Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Rau, Indore.

How many vacancies are there for this Portfolio Relationship Manager - Small Business Enterprise Sales job?
Ans : There is 1 vacancy for this Portfolio Relationship Manager - Small Business Enterprise Sales role.

Is this job open for all genders?
Ans : Yes, this Portfolio Relationship Manager - Small Business Enterprise Sales job is open for both male and female candidates.

What is the job location for this position?
Ans : The job location for this Portfolio Relationship Manager - Small Business Enterprise Sales position is Rau, Indore.

What makes this Portfolio Relationship Manager - Small Business Enterprise Sales job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.