Portfolio Relationship Manager - Working Capital and Salaried PL Sales (Mumbai)

Portfolio Relationship Manager - Working Capital and Salaried PL Sales (Mumbai)

28 Sep
|
Kotak Securities
|
Mumbai

28 Sep

Kotak Securities

Mumbai

Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales - Manage and grow portfolio relationships focusing on working capital and salaried personal loans.

- Drive sales efforts related to working capital and salaried personal loan products.
- Engage with clients to understand their financial needs and offer suitable credit solutions.
- Collaborate with internal teams to ensure smooth processing and servicing of loans.
- Maintain robust client relationships to maximize portfolio growth and retention.
- Monitor market trends and competitor activities related to working capital and salaried loans.
- Ensure compliance with company policies and regulatory requirements.
- Work primarily in the Mumbai region, handling client interactions and sales activities.
- The role demands strong sales acumen and relationship management skills.
- Prior experience in financial services sales, especially in working capital and personal loans, is preferred.

📌 Portfolio Relationship Manager - Working Capital and Salaried PL Sales (Mumbai)
🏢 Kotak Securities
📍 Mumbai

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