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

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

13 Sep
|
Kotak Mahindra Bank
|
India

13 Sep

Kotak Mahindra Bank

India

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:
https://www.kitjob.in/job/24519931/business-banking-portfolio-officer-branch-banking-regional-sales-ywc6-india/?utm_source=html

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