Elite Portfolio Rm - Hyderabad, India - Kotak Mahindra

Kotak Mahindra

Verified Company

Hyderabad, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Internal Description

Manage big ticket size clients having group exposure above 5 Cr
Build strong and effective relationship with Promoters and build client trust and confidence
Understand business models, target segments and cash flows and structure WC solutions as per best customer fit.
Achieve a minimum of 15% YOY growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP.
Ensure timely closure of all pending PDD's.
Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done.
Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model.
Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA's.
Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction.
Ensure minimum delinquency and work towards exit of clients identified in EWS.
Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working.
Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT.
Drive cross sell products and book penetration in allocated set of clients.
Generate leads from existing customers and onboard new customers basis existing relationship management.
Maintain CASA book and generate float income by opening all group accounts.
Tracking of trade and forex transaction done by customer and generating income opportunities from this.