Sales Manager-Business Banking_Sales_0412_0655_1032019

Kotak Mahindra Bank; Thane; Presencial; INR 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank in Thane is seeking a Sales Manager for Business Banking to source high-value accounts and manage the portfolio. You will assist clients with banking products like OD, CC, term loans, forex, and liabilities, while cross-selling fixed deposits and savings accounts.

Strong relationship and lead-generation skills are required to drive branch performance. You will coordinate with service teams, ensure RBI-compliant KYC checks, and guide team members on process adherence to open

Formación

• Experience sourcing high-value Business Banking accounts.
• Knowledge of Current/Trade account opening and transactions.
• Strong communication and assertive selling mindset.
• Understanding of RBI KYC norms and RBI guidelines.

Responsabilidades

• Source new to bank Business Banking accounts and manage portfolio.
• Cross-sell products such as OD/CC, loans, forex, and deposits.
• Lead generation and organizing branch-level activities to generate leads.
• Maintain relationships with internal and external stakeholders for client service.
• Ensure adherence to KYC norms and proper account opening processing.

Conocimientos

Sourcing accounts

Portfolio management

Cross-selling

Customer relationship

Lead generation

KYC compliance

Communication skills

Descripción del empleo

Job Description

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