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Elite Banker-Business Banking-Outbound BRANCH BANKING 0468 0812 1088976

Kotak Mahindra Bank · Ahmedabad, Gujarat · Full-time

• 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. • Develop and expand relationships with High Net Worth customers for liabilities and commercial assets. • Ensure high levels of customer service and compliance with bank policies. • Cross-sell a wide range of banking products to deepen client engagement. • Inform clients about new products and enhancements to strengthen relationships. • Plan and execute targeted sales initiatives and client engagement events. • Collaborate with group companies to offer integrated financial solutions. • Maintain detailed records of client interactions and relationship history. • Monitor and resolve customer complaints and queries within defined turnaround times (TAT).