Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales - Manage and maintain a portfolio of clients focusing on working capital and salaried personal loans.
- Drive sales efforts to achieve targets related to working capital and salaried personal loan products.
- Build and nurture solid relationships with clients to understand their financial needs and offer suitable loan products.
- Collaborate with internal teams to ensure smooth processing and servicing of loans.
- Monitor client portfolios to identify opportunities for cross-selling and upselling.
- Ensure compliance with company policies and regulatory requirements while managing client relationships.
- Provide excellent customer service to enhance client satisfaction and retention.
- Analyze market trends and competitor activities to strategize sales approaches effectively.
📌 Portfolio Relationship Manager - Working Capital and Salaried PL Sales (Salem)
🏢 Kotak Mahindra Bank
📍 Salem
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