Relationship Manager - Banking Solutions-Kotak Private Banking-Banking Solution
Published date: 2024/01/10
- Location: Ahmedabad, Gujrat , India
Acquisition of Emerging Corporate Profile customers
Originate NTB prospects through direct sourcing and open market channels
To sell Banking products (Treasury - FX, Asset based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)
Collaborate with captive channels like branch banking, privy etc. for lead origination.
Build rapport with key decision makers (promoters, CFOs etc.)
Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action
Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service
Closely work with credit team for managing client expectation and effective risk management
Referral generation from existing portfolio
Monitoring portfolio performance
Deepening of existing relationship
To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries
To have an understanding of industry segments/clusters for reaching out to targeted corporate customers
To be constantly abreast of general economic and market indicators
Originate NTB prospects through direct sourcing and open market channels
To sell Banking products (Treasury - FX, Asset based( Fund/ non Fund) / Liability, Transaction Banking, Trade Finance)
Collaborate with captive channels like branch banking, privy etc. for lead origination.
Build rapport with key decision makers (promoters, CFOs etc.)
Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action
Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service
Closely work with credit team for managing client expectation and effective risk management
Referral generation from existing portfolio
Monitoring portfolio performance
Deepening of existing relationship
To have knowledge on basic banking and products such as TRADE, FOREX, CMS, to seamlessly manage customer queries
To have an understanding of industry segments/clusters for reaching out to targeted corporate customers
To be constantly abreast of general economic and market indicators
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