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Kotak Life Insurance
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Team Member-Corporate Salary-Transaction Banking-Sales

Team Member-Corporate Salary-Transaction Banking-Sales

Kotak Life Insurance

0 - 4 years

2 - 4 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

sales wholesale cxo closure corporate salary enterprise sales data mining business development corporate sales marketing client relationship management b2b sales relationship management key account management lead generation wholesale banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role
Wholesale Banking Team Member- Corporate SalaryGrade M5Job Role

Coverage meeting - tracking of meetings at all levels along with senior team pan Kotak

Monitor 50 top corporates every quarter and monitor monthly conversionsin WBG segment and another 25 accounts inSME

Targeting 5 top groups with a potential to give 10,000 accounts each

Categorisation of companies/ leads regularly and pursue the hot leads

Timely actionables on key asks for each corporatehelp in customisation of product offering along with each business vertical

Ensure regular review fortnightly for each business and follow up on actionables

Monitoring, formulating strategy for high value CFO and CXO etc.

Driving salary team for closures

Monitoring RM level KRA - Scorecard for each RM across various business divisions monthly release

Monitoring engagement activities done for various companies

Data mining thru analytics and pushing low penetrated companies

RM incentivisation activities

Ensure every structured transaction and large value deals - salary is mandated

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