Tele Caller

1 week ago

Raipur, India Kotak Mahindra Full time

**Job Role:
- **Acquire quality Current Accounts Customers who are dealing in International Trade.**
- **Identify target markets and Segments**
- **Ensure to follow all compliance and KYC norms while acquiring**
- **Ensure that the customer is guided regarding rates and charges.**
- **Commission and Rates to be fixed in the system.**
- **Activate the first trade transaction.**
- **Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC, Travel cards, etc.**
- **Ensure that clients keep high CA AMB values in the accounts opened.**
- **Generation of Asset leads.**
- **Smooth handover of the customer to the Branch operations team**
- **To educate customers regarding Cut off times and follow the SLA’s**
- **Maintain a low cost of acquisition by acquiring bigger value of accounts**
- **To achieve Business / Income targets**
- **To have full knowledge of competitor’s activities and report those to ASMs**
- **To coordinate and ensure service delivery happens as per SLAs and TATs**
- **Acquisition and retention of new customer across all the segments.**
- **Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.**
- **Retention of existing customers base**
- **Handling customer complaints and escalate the complaints to competent authorities for resolutions.**
- **Ensure all required documents for the agent empanelment including KYC as per bank’s policy are in place for smooth business relationship.**
- **Deliverance of the required sales pitch for the respective product.**
- **Timely submission of required reports.**
- **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**
- **1 to 3 years of Trade Fx and FES preferably in Banking Industry.**
- **Excellent Domain knowledge.**
- **Exhaustive knowledge of Trade and FES products.**
- **Excellent sales skills.**
- **Excellent knowledge of client behaviour & engagement in each product / geographic segments**
- **High energy levels and enthusiasm, should have winning attitudes**
- **Out of box thinker and creative problem solver.**
- **Good listener and should possess excellent communication skills.**
- **Excellent negotiator and smart worker**
- **Result-oriented especially in achieving given NTBs and sales targets.**
- **Good oral and written communication**

**Should be good in strategizing, aggressive but compliance oriented

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