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Kotak Life Insurance
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Transaction Banking Counsellor-PRIORITY-Regional sales

Transaction Banking Counsellor-PRIORITY-Regional sales

Kotak Life Insurance

1 - 5 years

2 - 6 Lacs

Mumbai

Posted:2 weeks ago| Platform:

Apply

Skills Required

forex sales trade current account acquisition casa investment banking business development banking operations advertising capital market transaction banking marketing derivatives fx promotions relationship management btl finance branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

This is an Internal document.

To achieve assigned FX revenue budgets of assigned patch

Enhancement of wallet share of existing customer, activation of customer and acquisition of new customer.

Digital activation of current account base by offering CMS solutions & Trade online for Trade Transactions

Acting as focal point to address customer queries related to Trade & Forex + Transaction Banking

To arrange & conduct training on Trade & Forex and CMS products + Transaction Banking

To conduct various NTB events/webinars for origination of TFX & CMS Business
Description for Internal Candidates

to achieve assigned FX revenue budgets of assigned patch

Enhancement of wallet share of existing customer, activation of customer and acquisition of new customer.

Digital activation of current account base by offering CMS solutions & Trade online for Trade Transactions

Acting as focal point to address customer queries related to Trade & Forex + Transaction Banking

To arrange & conduct training on Trade & Forex and CMS products + Transaction Banking

To conduct various NTB events/webinars for origination of TFX & CMS Business

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Transaction Banking Counsellor-PRIORITY-Regional sales