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).