Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_0812_1088976

Kotak Securities · Ahmedabad

PayPay not listed

WhereAhmedabadGujarat

TypeFull time

Posted10 Oct9 days ago, via SimplyHired

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

Skills they list43 named

Customer communicationCold callingKYC rulesAdd-on service promotionFinancial salesCustomer relationship buildingClient onboardingProduct recommendationReferral-based lead generationCustomer needs analysisCustomer serviceOperations coordinationSales needs analysisPromoting banking productsOutbound telemarketingCross-departmental liaisonB2B client acquisitionBusiness developmentClient servicesCustomer relationship managementPhone canvassingB2BBancassuranceProspectingBusiness development in financeFinancial needs assessmentField sales visitsOutbound voiceInsurance salesSME salesTelemarketingMonthly sales quota achievementSuggestive sellingAccount managementOpen market lead generationBusiness lead generationPromoting banking servicesTeam coordinationAdd-on salesComplianceCustomer acquisitionReferral-based sellingFinancial compliance

About this job

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.

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