'Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and investment needs of the quick growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RM
Acquiring Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.
Managing Commercial, Trade & Current Account relationships in the business banking segment
Generating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.
Attaining, acquiring & retaining Recent Trade Finance & FOREX clients
Trade & Forex- Bank Guarantee & Remittances
Responsible for ensuring that current account opening process compliant with KYC guidelines and ensuring all the process comply with the RBI regulations
Generate the revenue for the Bank through remittances and other cross sell products
Customizing product as per the customer requirements
Plan the activities to acquire New Client acquisition
Providing support in all the operational activities of the bank
Providing support to subordinates for acquiring current quality current accounts (value buildup)
Wealth portfolio and acquiring NTB Relations for Revenue generation.
Generating revenue through cross selling assets and trade forex to all the portfolio customers.
Facilitating the daily transactional needs of the Portfolio client base including retail loan documentation, processing deposits, retail loan proceeds, credit cards, de-mat services, transfers, payments, overdrafts and other routine transactions to enhance customer engagement.
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