Relationship Manager - Business Banking-PRIORITY-Regional sales

☞ Kotak Mahindra

View: 101

Update day: 06-05-2024

Location: Lucknow Uttar Pradesh

Category: Finance / Bank / Stock

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Job content

Role:

  • Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned
  • Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
  • Cross sell of Liability based products liked Fixed Deposit, savings account 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.

Job Requirement:

  • Ability to source High Value Business Banking Accounts
  • Thorough knowledge of Current Account/Trade Account opening/transaction processes
  • Strong Communication skills with assertive attitude

· Knowledge of Trade, Forex and Business Assets · Strong follow up ability & keenness

  • Ability to spot opportunities in the portfolio for Upselling/Xselling bank products


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Deadline: 20-06-2024

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