Job Description
Wholesale Banking – Team Member- Corporate Salary
Grade – M5
Job Role
Coverage meeting - tracking of meetings at all levels along with senior team pan Kotak
Monitor 50 top corporates every quarter and monitor monthly conversions in WBG segment and another 25 accounts in SME
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 corporate help 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
Grade – M5
Job Role
Coverage meeting - tracking of meetings at all levels along with senior team pan Kotak
Monitor 50 top corporates every quarter and monitor monthly conversions in WBG segment and another 25 accounts in SME
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 corporate help 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
💡 Quick Summary
Seeking a career-building opportunity? The Team Member-Corporate Salary-TRANSACTION BANKING-Sales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
