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Regional Portfolio Manager-Business Banking-BRANCH BANKING-Portfolio Management

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  • Posted 4 months ago

Job Description

Job Role:

  • Key Objective is to drive bank's strategy to grow over all CA book, enhance X sell and improve product and service holding ratio

  • CA NTB, CA OTB Nos. and Value Achievement

  • No. of branches being OTB positive by the end of financial year

  • Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio.

  • Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services

  • Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness.

  • Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank's strategy for business banking and ensuring desirable productivity from BB resources

Job Requirements

  • Good understanding of business banking segment and products

  • Prior work experience as a Team leader role in product/sales management of business banking products

  • Good in communication, presentation and people management

  • Understanding of regulatory guidelines, banking processes, tech/digital enablers

  • Ability to read and understand data and derive insights

  • Understanding of business banking customer life cycle

  • Innovative and problem solving approach

  • Ability to read consumer behavior and trends

More Info

About Company

Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.

Job ID: 132909653