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Kotak Mahindra Bank

Sales Manager-Business Banking_Sales_0412_8385_1006012

Posted 4 Days Ago
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In-Office or Remote
2 Locations
Entry level
In-Office or Remote
2 Locations
Entry level
Leads business banking sales by sourcing new accounts, managing assigned portfolios, cross-selling lending, deposit, trade, and forex products, generating branch leads, and supporting customer service. Guides team members on customer grievances, sales opportunities, service standards, and RBI KYC compliance. Builds relationships with internal stakeholders, external agencies, and business clients to grow current accounts, savings accounts, and high-value banking relationships.
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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

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