Regional Portfolio Manager-Business Banking-BRANCH BANKING-Portfolio Management
Kotak Mahindra Bank.com
Office
Coimbatore, Tamil Nadu, India
Full Time
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