Key Accounts Manager
Kotak Mahindra Bank
مجموع سنوات الخبرة :6 years, 7 أشهر
• Responsible for identifying & acquiring TASC relationships i.e. Trust, Association, Societies and Clubs. (Institutions/ Corporates)
• Scoping open market for sourcing new SA & CA accounts.
• Ensure that the list of all the institutions in the specified territory is available for generating and converting leads.
• Meet existing and new customers on regular basis for understanding their needs and offering the most viable solution for the same.
• Keep updated with all the documentation requirements for ISA & FCRA accounts.
• Ensure that the accounts build balances by cross-selling other products offering and other services like Fee Collection, Payment Gateway and Digital Campus etc.
• Assist branches in converting leads generated by them for TASC business.
• Arranging meetings with the corporate clients and informing them about the Employee Banking.
• Acquiring new corporate relationships for Employee Banking through company tie-ups.
• Ensuring all compliances are met when listing companies.
• Ensure timely processing & updating the employees on activation of accounts.
• Focusing on salaries of AED 15k & above.
• Providing Personal Loans to senior employees through buyout or fresh cases.
• Bundling loans or cards to new customers.
• Providing refferal leads to other departments through service desks at companies.
• Arranging meetings with the corporate clients and informing them about the TT and FC services.
• Discussing about the WPS service to the SME clients.
• Ensuring AML compliance is met when registering companies.
• Taking the daily market forex rates and sending to the corporates.
• Source business through various direct and indirect channels.
• Proposing to the companies about doing offshore payments and corporate transactions.
• Identifying new companies to start their corporate business with us.
• Updating the Sales Manager about the competitor’s services and pricing in the market.
• Entering of the companies data in the CRM module so as to do the complete follow up.
Job profile included Corporate Branding and Relationship Management.
Identify the potential customers from relevant segment of the Market.
Set up meeting with the client and present to the client the services offered by the company.
Send a comprehensive proposal involving services and other benefits.
Closing the deal with corporate & retail clients.
High Expertise in the field of Payroll Management-Wages Protection System (WPS).
At times, monitoring the operations work of the Branch & dealing with walk-in-customers.
Represented the company during sponsored & Corporate events.
Creating awareness of the company in the retail market through roadshows
Organizing social events for better relations with people living in camps.
• Participated in various software and cultural contests in college. • Anchored the role of Marketing club Coordinator in DAV College which helped me to undertake challenging and responsible jobs. • Represented the Placement activities for MBA from the college in University Placements. • Participated as an active member and Anchored the position of Joint Convener in Social development activities of Youth Club in Guru Nanak Dev University.