Transaction Banking Counsellor-PRIORITY-Regional sales

Kotak Mahindra Bank

2 - 5 years

Bengaluru

Posted: 3/24/2025

Job Description

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
Description for Internal Candidates
 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

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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