Business Banking Portfolio Officer-Branch Banking-Regional sales - YWC6

Business Banking Portfolio Officer-Branch Banking-Regional sales - YWC6

13 Sep
Kotak Mahindra Bank

13 Sep

Kotak Mahindra Bank


Job Description

Job Role:

· Understand business banking customer’s profile and requirements and develop plans to address them

· Engage with newly acquired current account customers for activation on MB / NB, E tax collection, Beat pick up and other services to make it transactional

· Sell value added services like POS/CMS/ TFX to customers.

· Deepen CASA , TD relationship from mapped customers.

Generate x sell leads for assets products. X sell GI products

· General referral for CASA accounts from existing cusotmers

· Informs customers of product enhancements or new product to further expand the banking relationship

· Resolve customer complaints quickly and effectively

· Upward migrate customer to higher variant products by giving enablers, Hooks.

Maintain complete relationship record for assigned customer accounts

Job Requirements:

· Excellent written and oral communication skills

· MBA/Graduate

· Minimum work exp. – 3 years

· Good knowledge of business banking customer and CA sourcing. Knowledge of POS,CMS, TFX , Assets and GI will be added advantage.

· Should be good in excel and analytical skill. 

· Good in relationship management and problem solving skill.

The original job offer can be found in Kit Job:

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:
Enter Your E-mail address to receive the latest job offers for: business banking portfolio officer-branch banking-regional sales - ywc6
Publish a new Free Offer
Need to publish an offer? With more than 1 million unique users per month, you will find the ideal candidate for your company instantly, what are you waiting for!
Publish Now

Subscribe to this job alert