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