Transaction Banking Counsellor-priority-regional Sales

4 days ago


Bengaluru Karnataka, India Kotak Mahindra Full time

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
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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