Job Role:

• Sourcing Current to Bank Business Banking accounts & Managing the Business Banking portfolio

assigned

• Assisting the clients business with different business banking products like OD/CC/ BG/Term

Loans/Forex.

• Cross selling liability based products liked Fixed Deposits, savings accounts to the portfolio

clients

• Maintaining the service standards set by the bank in collaboration with the service support

team

• Maintain Co-ordial relationships with internal stakeholder and external agencies to generate

leads for New to bank Clients.

• Mobilize business for Current Accounts and Savings Accounts.

• Organize various lead generation activities for his/her branch.

• Main point of contact for the Team members in case of any grievance from customers side.





• Ability to source high value accounts resulting in cross sale of Assets & TFX Business.

• Ensure that the team members are properly guided on adherence to the requirements as per

the KYC norms as prescribed by RBI and to be checked carefully before forwarding the account

opening forms to RPCs for processing.

Job Requirement:

• Ability to source High Value Business Banking Accounts

• Thorough knowledge of Current Account/Trade Account opening/transaction processes

• Solid Communication skills with assertive attitude

• Knowledge of Trade, Forex and Business Assets & Solid follow up ability & keenness

• Ability to spot opportunities in the portfolio for Upselling/Cross-selling bank product

📌 Walk In Sales Manager Business Banking Sm Bb Navi Mumbai
🏢 Kotak Mahindra Bank
📍 Navi Mumbai