Kotak Mahindra Bank
· 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
· Excellent written and oral communication skills
· 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.
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