Portfolio Relationship Manager - WC_Working Capital-Sales_Thane - Responsible for managing and growing a portfolio of clients focusing on working capital sales.
- Engage with clients to understand their financial needs and offer suitable working capital solutions.
- Build strong relationships with clients to ensure retention and business growth.
- Collaborate with internal teams to facilitate smooth processing of working capital products.
- Monitor client portfolios to identify opportunities for upselling and cross-selling.
- Maintain up-to-date knowledge of financial products related to working capital.
- Ensure compliance with company policies and regulatory requirements.
- Support sales targets and contribute to overall business objectives.
- Requires robust interpersonal and communication skills to manage client relationships effectively.
- Ability to work in a dynamic sales environment with a focus on customer satisfaction.
📌 Portfolio Relationship Manager - Working Capital Sales (Thane)
🏢 Kotak Securities
📍 Thane
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