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.
