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Kotak Mahindra Bank

Sales Manager-Business Banking_Sales_0412_1351_1038148

Posted 4 Days Ago
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In-Office
Mumbai, Maharashtra, IND
Entry level
In-Office
Mumbai, Maharashtra, IND
Entry level
Sources and manages business banking accounts, grows assigned portfolios, and cross-sells lending, liability, trade finance, forex, current, and savings products. Leads branch lead-generation activities, maintains service standards, supports team members with customer grievances, develops internal and external relationships, and ensures KYC compliance during account opening. Identifies high-value opportunities and drives upselling and cross-selling across business banking products.
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Sales Manager

 - Business Banking (SM-BB) Job Role: 

 Sourcing New to Bank Business Banking accounts & Managing the Business Banking portfolio assigned  Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex.  Cross selling liability based products liked Fixed Deposit’s, savings accounts to the portfolio clients  Maintaining the service standards set by the bank in collaboration with the service support team  Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients.  Mobilize business for Current Accounts and Savings Accounts.  Organize various lead generation activities for his/her branch.  Main point of contact for the Team members in case of any grievance from customer’s side.  Ability to source high value accounts resulting in cross sale of Assets & TFX Business.  Ensure that the team members are properly guided on adherence to the requirements as per the KYC norms as prescribed by RBI and to be checked carefully before forwarding the account opening forms to RPCs for processing. 

Job Requirement:  Ability to source High Value Business Banking Accounts  Thorough knowledge of Current Account/Trade Account opening/transaction processes  Strong Communication skills with assertive attitude  Knowledge of Trade, Forex and Business Assets & Strong follow up ability & keenness  Ability to spot opportunities in the portfolio for Upselling/Cross-selling bank products

HQ

Kotak Mahindra Bank Mumbai, Maharashtra, IND Office

Mumbai, India

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