475 Transaction Banking Jobs - Page 18

Purchase: GRN, Purchase Entry, PO entries. Payment, debit note, credit note and journal voucher entries. Maintain the Daily Petty Cash and Bank Transaction. Reconcile accounts payable and receivable. Reconcile bank statements and accounts. Accounting of all the daily activities Preparation of Trial Balance, Profit and Loss and Balance Sheet Preparation of Filing GST, TDS, Income Tax Returns Maintaining records and filing systems Handling routing correspondence with clients Performing other duties as required

Job 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. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. 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 & confi...

Role: Territory Business Manager - WC Position code: 3453 : 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 companies. To build relationship...

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, cash flows etc. and identify opp...

Business Relationship Manager WC - Alternate Channel-Working Capital-Sales 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 Relationship Manager WC - Alternate Channel-Working Capital-Sales 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 ...

Role: Territory Business Manager - WC Position code: 3453 : 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 companies. To build relationship...

Role: Territory Business Manager - WC Position code: 3453 : 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 companies. To build relationship...

Job Role Responsible for new business tie ups with Healthcare providers, hospitals etc. Drive and achieve budgets/business targets. 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 on continually increasing book size and profitability of the assigned portfolio. To understand client business model, trade related activities, cash flows etc. and identify opportunities and grow client relationships. To ...

Reporting Relationship - Will report to TBM/ABM/ RBM Job 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. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. 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...

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, cash flows etc. and identify opp...

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, cash flows etc. and identify opp...

(DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer – Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M3 ` Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on L...

(DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer – Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M3 ` Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on L...

Operation Monitor and manage the organization's cash flow, ensuring adequate liquidity for daily operations including reviewing the all payment transaction. Oversee treasury operations Execute the Letter of Credit, Bank Guarantee. Provide regular reports on treasury Operation to the treasury Head. All month end closing activities related to treasury activities Reviewing the Import and export transaction. Execution of transaction banking Compliance Ensure the compliance with covenant and with regulatory requirement/Bankers and submitting the periodical Information to bankers. EDPMS and IDPMS compliance and daily bases MIS & Others All month end closing activities related to treasury activitie...

Key Responsibilities: Handle day-to-day accounting operations including data entry and ledger maintenance. Manage invoice preparation, verification, and processing accurately and on time. Execute and monitor banking transactions such as payments, receipts, and reconciliations. Maintain accurate records of financial documents and ensure proper filing. Work on Zoho Books (or Zoho Finance tools) for accounting, invoicing, and reporting. Assist in monthly, quarterly, and annual financial closings . Coordinate with vendors and clients for payment follow-ups and queries. Support the finance team in basic compliance and reporting requirements . Requirements: Bachelors degree in Commerce, Accounting...

About The Role SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager Job Responsibilities of Acquisition Relationship Manager in SME Business: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market...

About The Role SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager Job Responsibilities of Acquisition Relationship Manager in SME Business: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market sourcing for ...

About The Role Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR. Job Role: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market sourcing for lead origination. To understand customer"™s business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure clos...

About The Role Wholesale Banking SME Area Business Manager (Acquisition) Grade M6 LocationMumbai, Pune, Delhi, Ahmedabad, Indore, Delhi, Chandigarh, Lucknow, Kolkata, Jaipur, Bangalore, Hyderabad, Chennai Reporting toRegional Business Manager (Acquisition) SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Job Role Manage team of Acquisition Relationship Manager and acquire New to Bank customer in SME segment offering banking solutions/products (Asset based( Fund/ ...

About The Role Wholesale Banking SME Area Business Manager (Acquisition) Grade M6 LocationMumbai, Pune, Delhi, Ahmedabad, Indore, Delhi, Chandigarh, Lucknow, Kolkata, Jaipur, Bangalore, Hyderabad, Chennai Reporting toRegional Business Manager (Acquisition) SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Job Role Manage team of Acquisition Relationship Manager and acquire New to Bank customer in SME segment offering banking solutions/products (Asset based( Fund/ ...

About The Role SME is a part of Wholesale Banking that manages lending business for Small & Medium enterprises with a turnover between 50 to 500 CR. The business is the fastest growing vertical within Wholesale Banking at Kotak and has been growing at a fast rate with a base of 3000 + customers. Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager Job Responsibilities of Acquisition Relationship Manager in SME Business: To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based (Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks"™ internal channels as well as open market...

About The Role Activation Desk - CMS Transaction Banking Group CMS-Product Support Team Location Mumbai Number of Positions 1 Reporting Relationships Chief Manager Position Grade M1 Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances), We are currently looking for member in Activation Team who can help Corporate/CA customers o...

Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales Department WCG Portfolio Location Delhi Reporting Relationship Will report to TBM/ABM/RBM Position Grade M2/M3/M4 Job 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. To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet share Build a sustainable direct sourcing channel by working closely with DSAs, CAs, associations etc. for new customer acquisition. To penetrate client with various products like Current Account/Term Deposits/Tra...

Position - Business Relationship Manager - SBE-Salaried PL and Working Capital-Sales 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 underst...