Team Member-Corporate Salary-Transaction Banking-Sales

2 days ago


Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 10,00,000 - ₹ 15,00,000 per year

About The Role  

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 conversionsin WBG segment and another 25 accounts inSME
- 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 corporatehelp 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


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