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

Kotak Mahindra Bank

5 - 10 years

Kota, Mumbai

Posted: 02/10/2025

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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

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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