Team Member-Corporate Salary-TRANSACTION BANKING-Sales

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 conversions in WBG segment and another 25 accounts in SME
  • 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 corporate help 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

See also

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