Kotak Mahindra
Job Profile :
- Acquisition & servicing of Retail Institutional clients in the field of Education, Medical, NGO, Trust, Clubs, Associations, Sec 25 Cos., Societies, Religious trust, etc.
- Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, FX, Electronic Transfers, Online Payment Gateway, Asset business & other banking & financial products to the retail institutional clients
- Enhance relationship with the key decision makers and top management of all the mapped clientele
- To generate leads in the catchment to achieve NTB targets.
- Work closely with the Retail Branch for ensuring efficient service to clients
- Retail Instituions RM is expected to manage relationships with average CASA values of more than Rs. 10 Lacs
Job Requirements :
- Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank.
- Needs to be approachable and should have the ability to guide and be the first point of contact for the employees.
- Accuracy and analytical ability on MIS
- Able to manage and drive various Learning events
- Eye for details, Meticulous
- Good communication skills