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Kotak2 weeks ago

Portfolio Relationship Manager - SBE-Small Business Enterprise-Sales

On-site · Ahmedabad, Gujarat, India

Type
Full Time
Level
Mid Level
Education
Masters Degree
Company size
Large
Industry
Banking Services

Job Summary

Portfolio Relationship Manager for SBE clients: manage and service existing client portfolio (upto Rs.100 lacs), renewals and limit enhancements; build strong relationships with promoters; analyze business models, cash flows, and working capital to propose suitable bank solutions; drive portfolio growth through limit enhancement, timely renewals, and cross-sell across OD, CC, BG, BL; ensure client churn is minimized and maintain portfolio hygiene; coordinate with credit/ops/trade desk/branch to resolve issues quickly; visit client locations regularly to maintain engagement; generate leads from existing customers and on-board new clients; maintain CASA book and generate float income; communicate effectively to clients and internal teams, and drive product penetration and advisory on WC solutions. Candidates preferably hold MBA or CA with 2-3 years local market experience in Credit & Sales, and strong communication and relationship-management skills. Location: Ahmedabad, Gujarat, India.

Required Qualifications

  • MBA/CA
  • 2-3 years experience in Credit & Sales knowledge
  • Strong oral and written communication
  • Relationship Management Skill
  • Good influencing skills
  • Experience with products like OD, CC, BG, BL
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Kotak

Portfolio Relationship Manager - SBE-Small Business Enterprise-Sales

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