Sales Manager, Business Banking

Kotak; Tamil Nadu; Vor Ort; INR 500.000 - 800.000; Vollzeit

Zusammenfassung

Kotak is seeking a Sales Manager - Business Banking in Tamil Nadu to source high value Business Banking accounts and manage an assigned portfolio. The role involves assisting clients with OD/CC/BG/Term Loans/Forex and cross-selling Fixed Deposits and savings accounts.

The incumbent will maintain service standards, collaborate with service teams, ensure KYC norms per RBI, and drive lead generation while guiding team members in opportunity identification for upselling and cross-selling bank

Qualifikationen

• Ability to source High Value Business Banking Accounts.
• Thorough knowledge of Current Account/Trade Account opening/transaction processes.
• Strong communication skills with an assertive attitude.
• Knowledge of Trade, Forex and Business Assets.
• Ability to spot opportunities for Upselling/Cross-selling bank products.

Aufgaben

• Sourcing New to Bank Business Banking accounts and managing the assigned portfolio.
• Assist clients with Business Banking products like OD/CC/BG/Term Loans/Forex.
• Cross-sell liability products such as Fixed Deposits and savings accounts to portfolio clients.
• Maintain service standards with support teams and RBI-compliant KYC checks.
• Lead generation activities for the branch and act as the main point of contact for team grievances.

Kenntnisse

Sourcing accounts

Trade finance

Forex knowledge

Communication skills

Upselling skills

Jobbeschreibung

Sales Manager-Business Banking_Sales_0412_8454_1083527

Location: Tamil Nadu, India

Sales Manager - Business Banking (SM-BB) Job Role: Sourcing 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. Cross selling liability based products liked Fixed Deposit’s, savings accounts 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. Mobilize business for Current Accounts and Savings Accounts. Organize various lead generation activities for his/her branch. Main point of contact for the Team members in case of any grievance from customer’s side. Ability to source high value accounts resulting in cross sale of Assets & TFX Business. Ensure that the team members are properly guided on adherence to the requirements as per the KYC norms as prescribed by RBI and to be checked carefully before forwarding the account opening forms to RPCs for processing. 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/Cross-selling bank products

Sales Manager-Business Banking