Heena Barot

Job Responsibilities:

• Tapping the clients (HNIs & Retail) of, Business Banking & Retail banking.• Managing 21 Cr CASA book as a Relationship Manager.• Accountable for mobilizing around 500 Lakhs of funds from new customer from other bank a/c to Kotak current a/c.

• Distinctively displayed competency by adding more than 50 corporate and retail client as opportunities for branch assigned.• Significantly developed new & expanded existing High Net worth customer relationships for liabilities and commercial assets.• Diligently informed the customers of new products or product enhancements to further expand the banking relationship.• Deftly gained understanding of Commercial Assets like CC, OD, TL, Export Finance, etc along with Trade and Forex• Making good relationship with client & provide best services to them.• Making investment from Client, in to Insurance, Mutual Fund, PMS, Term Deposit etc by Relationship. • Handing team of three Asst. Manager of CASA team & make them help to close the call of CASA, Team deposit & OTC.• Generating revenue For the Branch by sailing of to Insurance, Mutual Fund, PMS, Term Deposit.

Open Market Sourcing Product like Current a/c, Saving a/c and Team Deposits

Managing acquire relationships and enhance relationships value by cross sale products like life insurance, general insurance & SIP

Open market sourcing for new Jio mobile network postpaid connection as well as corporate deal

Open market sourcing for Jio broadband at corporate levels

Managing life insurance business from Banca Assurance channel- Motilal Osval & Landmark corporate Agency.