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Portfolio Relationship Manager-SME-Sales

Kotak Mahindra Bank

5 - 10 years

Mumbai

Posted: 25/07/2025

Job Description

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 size 
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 – 6 years 
  
  Job Skills 
  
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

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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