Tele Caller

2 weeks ago

Vizag, Andhra Pradesh, India Kotak Mahindra Full time
**Job Role: -
Acquire quality Current Accounts Customers who are dealing in International Trade.
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Identify target markets and Segments
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Ensure to follow all compliance and KYC norms while acquiring
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Ensure that the customer is guided regarding rates and charges.
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Commission and Rates to be fixed in the system.
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Activate the first trade transaction.
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Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC, Travel cards, etc.
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Ensure that clients keep high CA AMB values in the accounts opened.
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Generation of Asset leads.
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Smooth handover of the customer to the Branch operations team
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To educate customers regarding Cut off times and follow the SLA's
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Maintain a low cost of acquisition by acquiring bigger value of accounts
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To achieve Business / Income targets
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To have full knowledge of competitor's activities and report those to ASMs
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To coordinate and ensure service delivery happens as per SLAs and TATs
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Acquisition and retention of new customer across all the segments.
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Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
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Retention of existing customers base
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Handling customer complaints and escalate the complaints to competent authorities for resolutions.
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Ensure all required documents for the agent empanelment including KYC as per bank's policy are in place for smooth business relationship.
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Deliverance of the required sales pitch for the respective product.
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Timely submission of required reports.
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Execute promotional activities conveyed by ASM/RSM
- **Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.

**Job Requirement: -
Graduate, PG preferable
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1 to 3 years of Trade Fx and FES preferably in Banking Industry.
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Excellent Domain knowledge.
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Exhaustive knowledge of Trade and FES products.
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Excellent sales skills.
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Excellent knowledge of client behaviour & engagement in each product / geographic segments
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High energy levels and enthusiasm, should have winning attitudes
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Out of box thinker and creative problem solver.
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Good listener and should possess excellent communication skills.
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Excellent negotiator and smart worker
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Result-oriented especially in achieving given NTBs and sales targets.
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Good oral and written communication
**Should be good in strategizing, aggressive but compliance oriented

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