1752 Business Banking Jobs - Page 10

About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Regional Portfolio Manager-Business Banking-BRANCH BANKING-Regional sales About The Role Business Description Regional Portfolio Manager is responsible for driving and implementing the business banking strategy of the bank for the assigned region/s under the guidance of regional senior leadership of Branch banking and HO product team. The KRA comprises of achievement of various business banking parameters like NTB CA Nos, Val, deepening of OTB book, activation on POS, CMS, TFX , X sell of Assets, ensuring better customer engagement for deepening the relationships with the bank. He will manage and grow region"s Branch Banking CA book by driving branches, Relationship Officers, Relationship Managers through analytics and insight based various campaigns and drives advised by HO product team from time to time, ensure activation of accounts by branch team through monitoring transactions, product and service hooks, POS, CMS, TFX activation, upsell and X-sell of assets and CA deepening efforts Job Role Financial Parameters Key Objective is to drive bank"s strategy to grow over all CA book , enhance X sell and improve product and service holding ratio CA NTB Nos. and Value Achievement CA OTB Value Achievement No. of branches being OTB positive by the end of financial year Non-Financial Parameters Provide strategy and analytical support to branches to achieve their current account related targets, identify target segments, work for CA deepening and cross sell of products and services Formulate action plan for deepening relationship of newly acquired customers and driving sign-up for value added services which increase customer stickiness. Regular interaction with RBH/AM/BM and CA centric resources like CA RO, BBRO, BRM for the implementation of bank"s strategy for business banking and ensuring desirable productivity from BB resources Execute compliance and regulatory requirements pertaining to Business Banking portfolio for the region. Provide/facilitate training for branches/ ROs-RMs regarding business banking products, processes, new regulatory guidelines as per requirement in consultation with regional business leaders Drive and monitor HO and regional business banking objectives /campaigns through release of weekly/monthly dashboards /updates and periodical reviews. Discuss with underperforming resources / branches/ clusters in specific HO and regional campaigns and chalk out remedial plans, guiding them through focused monitoring of performance and action plan through Weekly/Monthly interactions and updates. Giving feedback to RBH and HO about quality of NTB sourcing, new or customized requirement of branches and helping them in providing solutions Collaborating with regional resources of POS, CMS, Trade and assets team to maximise revenue on the portfolio. Skills: Domain knowledge of business banking products and business Analytical skills with sales & customer management experience Good interpersonal skills and ability to work with cross functional teams Banking Product & Process Knowledge Planning and Organizing Skills Communication and presentation skills Knowledge of Competition & Current trends in financial Industry. Job Requirements Good understanding of business banking segment and products Prior work experience as a Team leader role in product/sales management of business banking products Good in communication, presentation and people management Understanding of regulatory guidelines, banking processes, tech/digital enablers Ability to read and understand data and derive insights Understanding of business banking customer life cycle Innovative and problem solving approach Ability to read consumer behavior and trends

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy . Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients . Coordinates with other group companies to provide seamless access to other products . Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

About The Role JOB Role- Responsible for generation of revenues through sale of CA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams. Experience in handling large team. Background in order of preference 1. Banking 2.Financial Services JOB Role- Excellent written and oral communication skills MBA/Graduate Minimum work exp. 4 years

About The Role Platinum Relationship Manager - Household/Business Banking Job Role: Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding ofTrade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

About The Role Sr. Business Executive - DSA Department Business Banking Asset Division-Business Loans Location All Number of Positions 52 Reporting Relationships No Position Grade E0 Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"™s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirements: Graduate / MBA Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Should have good oral and written Communication skills. Job Knowledge- The candidate would need to handle Sales for a gamut of products like TL, OD,

About The Role 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

About The Role Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Achieve a minimum of 15% YOY growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"™s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience2-3 years experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

About The Role Sr. Business Executive - DSA Department Business Banking Asset Division-Business Loans Location All Number of Positions 52 Reporting Relationships No Position Grade E0 Job Role: This is an Independent role and candidate will manage a business of 40-75L PM (Unsecured Business Loans) Needs to have a good knowledge of Local market with a special focus on the Self-employed category. Must have experience in that Geography To understand clients business & provide appropriate products like Business loans, OD facilty Has to work closely with DSA"™s/do Tele calling/Branch Banking teams for new customer addition. To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible Job Requirements: Graduate / MBA Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Should have good oral and written Communication skills. Job Knowledge- The candidate would need to handle Sales for a gamut of products like TL, OD,

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT 4 to 5 years work experience Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/ Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference Banking Financial Services FMCG / Tele Communication Had managed & Sourced Business Banking customers.

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customers along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customers

About The Role Job Role- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible For Sourcing High Value CA customer"s along with entire Family Banking relationship Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Job Requirement- MBA preferred 2-3 Years for MBAs and 3 4 years for Non MBAs. Background in order of preference o Banking o Financial Services o FMCG / Tele Communication Had managed & Sourced Business Banking customer"s