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

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

28 Sep
|
Kotak Securities
|
New Delhi

28 Sep

Kotak Securities

New Delhi

Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales - Responsible for managing and growing a portfolio of salaried and working capital clients.

- Focus on sales and relationship management to enhance client satisfaction and business growth.
- Requires robust understanding of financial products related to working capital and salaried personal loans.
- Involves client interaction, portfolio monitoring, and cross-selling of financial services.
- Ideal candidate should have good communication and negotiation skills to manage client relationships effectively.
- The role is based in New Delhi and involves working closely with banking and financial services teams.
- Emphasis on achieving sales targets and maintaining quality customer service.
- Requires adaptability to dynamic market conditions and client needs.
- The position demands a proactive approach towards portfolio management and business development.
- Collaboration with internal teams to ensure seamless service delivery and client satisfaction.

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

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