Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_0812_1088976
Kotak Securities Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_0812_1088976
- Identify and acquire new business banking customers through field visits, cold calling, referrals, and market mapping.
- Source Current Accounts, Trade Finance, Business Loans, Working Capital products, and other banking solutions.
- Build and maintain relationships with SME/MSME customers.
- Achieve monthly acquisition and revenue targets.
- Conduct customer meetings and understand business requirements to offer suitable banking solutions.
- Ensure KYC and compliance norms are adhered to during customer onboarding.
- Cross-sell banking products such as Insurance, Forex, Cash Management Services, and Digital Banking solutions.
- Maintain high levels of customer satisfaction and portfolio quality.
- Coordinate with internal teams for smooth onboarding and service delivery.
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