3095 Current Account Jobs - Page 32

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

About The Role Elite Relationship Manager KRAs 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 f...

About The Role Elite Relationship Manager KRAs 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 f...

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/Gradu...

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

About The Role Job Role: Effective Team Handling to ensure Productivity of every TRM in the team. Recruiting 100% budgeted team and Training them to ensure meeting the sales budgets of the Location. Active engagement with team in new Client prospecting and joining them in client meetings for faster conversions. Sharing quality data points with Team members to ensure focus on right Target Segments. Work very closely with Asset Channels like WCG, SME, and Agri Teams to ensure achievement of Asset budgets by all TRMs in the team. Conducting regular training sessions on products and Processes to fill Knowledge gaps and to improve the Capabilities of Team Members. Ensure zero Tolerance on discipl...

About The Role About The Role To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc. Work closely with Branch Banking teams for new customer addition. To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade Finance for the primary Relationship & Group companies. To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size and profitability of the assigned portfolio. To understand client business models, trade related activities, ca...

About The Role Elite Relationship Manager KRAs 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 f...

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role JOB Role- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job ...

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

About The Role Description for Internal Candidates To source customers for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process. Qualifications External Post-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred) Hardcore sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

About The Role Job Role Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLA"™s Maintain ...

About The Role Elite Relationship Manager KRAs 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 f...

About The Role Elite Relationship Manager KRAs 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 f...

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM / CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate...

About The Role To source customers for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process. Qualifications External Post-graduate or graduate with appropriate experience (at east 1 year experience in liabilities sales preferred) Hardcore sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

About The Role Job Role: Lead a team of Relationship officers -Customer Engagement (ROCE) in the region to manage Cat C & D portfolio as assigned by VRM / CEC. Lead Conversion - Meeting benchmark Conversion of leads as budgeted from time to time as generated by Customer experience Centre(CEC) and central campaigns/triggers by CVMHO team Ensure superior ground coverage of the customers mapped to VRM and ROCE team Drive portfolio objectives through RO CEs - Category upgrades, Casa deepening, Digital adoption, GPH improvement, GSA improvement NPS Ensuring on ground Customer experience translates into desired NPS at a portfolio level Job Requirements: Graduate with min 12 years, or Post Graduate...

About The Role Job Role: Effective Team Handling to ensure Productivity of every TRM in the team. Recruiting 100% budgeted team and Training them to ensure meeting the sales budgets of the Location. Active engagement with team in new Client prospecting and joining them in client meetings for faster conversions. Sharing quality data points with Team members to ensure focus on right Target Segments. Work very closely with Asset Channels like WCG, SME, and Agri Teams to ensure achievement of Asset budgets by all TRMs in the team. Conducting regular training sessions on products and Processes to fill Knowledge gaps and to improve the Capabilities of Team Members. Ensure zero Tolerance on discipl...

About The Role Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clie...

About The Role Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager 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 ...

About The Role Role: Territory Business Manager - WC Position code: 3453 About The Role : This is an Team role and candidate will manage a team of 3-5 BRM Should be able to bring out the best from the team and create value for all stakeholders Needs to have good knowledge of Local market with a special focus on the Healthcare Segment To understand clients business & provide appropriate products like Machinery/Equipment"™s loans, Infra Funding etc. Has to work closely with DSA"™s/Branch Banking teams/equipment Manufacturers/Vendors for new customer addition. To cross sell various products like Current Account/Term Deposits/Transaction Banking/Trade Finance to the primary Relationship & Group ...