Senior Relationship Manager - business Banking - priority - regional Sales
Kotak
Sourcing And Managing Business Banking Accounts
Sourcing of new to bank business banking accounts and managing the business banking portfolio assigned. Assisting the client's business with different business banking products like OD/CC/BG/term loans/forex/etc. Cross sell of liability-based products like fixed deposit, savings account to the portfolio clients. Maintaining the service standards set by the bank in collaboration with the service support team. Maintaining co-ordial relationships with internal stakeholders and external agencies to generate leads for new to bank clients.
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. Strong follow-up ability & keenness. Ability to spot opportunities in the portfolio for upselling/cross-selling bank products.