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Business Banking Portfolio Officer-Branch Banking-Regional sales

Kotak Mahindra Bank Limited
3-6 years
Not Specified

Job Description

Job Description :
Job Role:
Understand business banking customer's profile and requirements and develop plans to address them
Engage with newly acquired current account customers for activation on MB / NB, E tax collection, Beat pick up and other services to make it transactional
Sell value added services like POS/CMS/ TFX to customers.
Deepen CASA , TD relationship from mapped customers.
Generate x sell leads for assets products. X sell GI products
General referral for CASA accounts from existing cusotmers
Informs customers of product enhancements or new product to further expand the banking relationship
Resolve customer complaints quickly and effectively
Upward migrate customer to higher variant products by giving enablers, Hooks.
Maintain complete relationship record for assigned customer accounts
Job Requirements:
Excellent written and oral communication skills
Minimum work exp. - 3 years
Good knowledge of business banking customer and CA sourcing. Knowledge of POS,CMS, TFX , Assets and GI will be added advantage.
Should be good in excel and analytical skill.
Good in relationship management and problem solving skill.
Process orientation is must

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