Corporate Portfolio Manager-salary2wealth-corporate - Bengaluru, India - Kotak Mahindra
Description
Role:
- Managing a team of Corporate Salary Relationship Officers
- Responsible to achieve budgets for bank products (liabilities & Assets) and Third Party Products (TPP).
- Responsible for the Relationship Value of the book managed by the unit & also for all round growth of each team member.
- Planning and executing special sales initiatives and events for prospective and existing clients
- Should be focussed on Service; Relationship Management and Investments
- Good communication oral and written Skills
- Understanding of Cross Products
- To Adhere KYC / Quality and Audit laid down norms as per company policy
- Graduation, 4/6 years of experience in Service or relationship management is preferred
- Team handling / Man Management experience of at least 1 year.
- Experience in book management & understanding business MIS.
- Good understanding of Banking products (Liabilities & Assets), investment products & financial markets
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