Wholesale Banking - Team Member
- Corporate Salary

Grade - M5

Job Role
- Coverage meeting - tracking of meetings at all levels along with senior team pan Kotak
- Monitor 50 top corporates every quarter and monitor monthly conversions in WBG segment and another 25 accounts in SME
- Targeting 5 top groups with a potential to give 10,000 accounts each
- Categorisation of companies/ leads regularly and pursue the hot leads

Timely actionables on key asks for each corporate help in customisation of product offering along with each business vertical
- Ensure regular review fortnightly for each business and follow up on actionables
- Monitoring, formulating strategy for high value CFO and CXO etc.
- Driving salary team for closures
- Monitoring RM level KRA - Scorecard for each RM across various business divisions - monthly release
- Monitoring engagement activities done for various companies
- Data mining thru analytics and pushing low penetrated companies
- RM incentivisation activities

Ensure every structured transaction and large value deals - salary is mandated

📌 Team Member-corporate Salary-transaction (Mumbai)
🏢 Kotak Mahindra
📍 Mumbai