Company: Kotak Mahindra Bank
Location: Nagpur, Maharashtra, India
Employment Type: Full-time
Description:
Responsibility:-
Acquire quality Current Accounts for Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Activate the first trade transaction.
Ensure that clients keep high CA AMB values in the accounts opened.
Generation of Asset leads.
To achieve Business / Income targets
To have full knowledge of competitor’s activities and report those to ASMs
Coordinate and ensure service delivery happens as per SLAs and TATs
Acquisition and retention of new customer across all the segments.
Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
Retention of existing customers base
Handling customer complaints and escalate the complaints to competent authorities for resolutions.
Ensure all required documents for the agent empanelment including KYC as per bank’s policy are in… place for smooth business relationship.
Deliverance of the required sales pitch for the respective product
Source: LinkedIn
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