Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management Kotak Mahindra Bank Limited

0.0 years

0 Lacs

rajkot, gujarat, india

On-site

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 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

Posted 3 days ago

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CA RM _ Bank _ Mandi Gobindgarh V Konnect

1.0 - 6.0 years

6 - 12 Lacs

Fatehgarh Sahib

Work from Office

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Posted 2 months ago

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CA RM _ Bank _ Chandigarh V Konnect

1.0 - 6.0 years

6 - 12 Lacs

Chandigarh

Work from Office

Posted 2 months ago

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