Portfolio Relationship Manager-SME-Sales
Published date: 2026/11/07
- Location: Kolkata, West Bengal, India
About the Company/Business
SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs
2) Specification
What are the areas (in quantitative terms) the job has an impact on
PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions
Key Deliverables
New To Bank Accounts
Growing the current book
Cross Sell
Portfolio Profitability and Hygiene
Relationships
External clients
Internal clients- BIU, Product, RMs, Leadership Team
Qualification and Experience
Graduate
Preferably MBA or CA
Minimum Experience â€' 6 years
Job Skils
Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers
Anticipates and analyses client needs and expectations
Understands the importance of KOTAK ethics when dealing
Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials
SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs
2) Specification
What are the areas (in quantitative terms) the job has an impact on
PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions
Key Deliverables
New To Bank Accounts
Growing the current book
Cross Sell
Portfolio Profitability and Hygiene
Relationships
External clients
Internal clients- BIU, Product, RMs, Leadership Team
Qualification and Experience
Graduate
Preferably MBA or CA
Minimum Experience â€' 6 years
Job Skils
Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers
Anticipates and analyses client needs and expectations
Understands the importance of KOTAK ethics when dealing
Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials
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