Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

Kotak Mahindra

0 years

0 Lacs

Surendranagar

Posted:1 day ago| Platform: GlassDoor logo

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Skills Required

management sourcing portfolio service collaboration support communication upselling

Work Mode

On-site

Job Type

Part Time

Job Description

Relationship Manager - Business Banking

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

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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