Portfolio Relationship Manager - WC_Working Capital-Sales_Mumbai - Manage and grow portfolio relationships focusing on working capital sales.
- Engage with clients to understand their working capital needs and provide suitable financial solutions.
- Collaborate with internal teams to ensure smooth processing and servicing of working capital products.
- Drive sales targets and contribute to business growth through effective relationship management.
- Maintain up-to-date knowledge of financial products related to working capital and market trends.
- Build solid client trust and ensure high levels of customer satisfaction.
- Monitor portfolio performance and proactively address any issues or risks.
- Coordinate with credit and risk teams for client assessments and approvals.
- Maintain accurate records of client interactions and transactions.
- Support business development initiatives within the working capital segment.
📌 Portfolio Relationship Manager - Working Capital Sales (Mumbai)
🏢 Kotak Securities
📍 Mumbai
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