Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_0812_1088976

Kotak Mahindra Bank · Ahmedabad

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.