際際滷

際際滷Share a Scribd company logo
RETAIL BANKING
KOTAK MAHINDRA BANK LTD.
- TEJAS ANIL SONI
14BSP1584
INTRODUCTION
 Retail banking is the direct execution of
transactions between a bank and its consumers,
rather than with corporations or other banks.
 Services offered include savings and transactional
accounts, mortgages, personal loans, debit cards,
and credit cards.
 It may also be used to refer to a division of a bank
dealing with retail customers and can also be
termed as Personal Banking services.
ABOUT KMBL
 Kotak Mahindra is one of India's leading
banking and financial services group, offering a
wide range of financial services that encompass
every sphere of life.
 KMBL was formed by Mr. Uday Kotak
(Executive Vice Chairman and Managing
Director) in 1985.
 Kotak Mahindra Bank Ltd is a one stop shop for
all banking needs.
PROJECT PROGRESS DETAILS
 Placed under Retail Liability group of the KMBL
Mulund West branch which is been headed by Branch
Sales Manager (BSM).
 I was been introduced and given all the basics about the
Institution, Product and their unique features.
 Learned how to pitch customer and take leads.
 Various Documentation for opening of account.
 Comparative analysis of Saving Account features with
that of KMBLs features.
 Tele calling form the database been provided , On an
average practically 4-5% of the customer responses and
opens account through Tele calling process.
 Also attended various calls with Colleagues for LI,
Saving Account, and Current Account, convinced various
customers and brought in in 2 Demat Account, 3 Pro
Saving Account and 1 Life Insurance with premium of
Rs.30000. In all brought in revenue of Rs.80000.
 Attended and solved queries of various customers like
change in address / contact number, monthly statement
etc., gained practical knowledge about the market and the
consumer behavior.
SWOT ANALYSIS
CONCLUSION
 Towards the end of this internship, I will get an in-depth
knowledge of products, retail banking, account acquisition, and
personal banking services. I am also involved in various sales
activities including taking lead, setting appointment, and pitching
customer and bring in revenue.
 During my market visit meeting the customers and also through
interaction with customer on calls gave me practical knowledge
about the functioning of Retail banks at the market place about
Retail Bankers behavior, consumer behavior and various other
market dynamics.
 I would also look forward to know customers perception
through a survey (Questionnaire Method) and also will be
analyzing and comparing financial position through past data
available.
THANK YOU !

More Related Content

What's hot (18)

An Internship Report On Kumari Bank Ltd
An Internship Report On Kumari Bank Ltd An Internship Report On Kumari Bank Ltd
An Internship Report On Kumari Bank Ltd
gautam bhatta
An analysis of customer satisfaction at the premier bank limited, full
An analysis of customer satisfaction at the premier bank limited, fullAn analysis of customer satisfaction at the premier bank limited, full
An analysis of customer satisfaction at the premier bank limited, full
WINNERbd.it
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
GagZz23696
Analyzing customer satisfaction level at standard chartered bank
Analyzing customer satisfaction level at standard chartered bankAnalyzing customer satisfaction level at standard chartered bank
Analyzing customer satisfaction level at standard chartered bank
WINNERbd.it
Summer internship project report 1 2
Summer internship project report 1 2Summer internship project report 1 2
Summer internship project report 1 2
NitinLasunte
Sbi report
Sbi reportSbi report
Sbi report
SripRiya Iduri
Internship report
Internship reportInternship report
Internship report
Mirza Muhammad Naseer
Internship_ParthKhanna (1)
Internship_ParthKhanna (1)Internship_ParthKhanna (1)
Internship_ParthKhanna (1)
Parth Khanna
A study to evaluate the banking services provided to SME customers by ICICI b...
A study to evaluate the banking services provided to SME customers by ICICI b...A study to evaluate the banking services provided to SME customers by ICICI b...
A study to evaluate the banking services provided to SME customers by ICICI b...
apurv1993
0601085 perceptible analysis of depository services
0601085 perceptible analysis of depository services0601085 perceptible analysis of depository services
0601085 perceptible analysis of depository services
Supa Buoy
customer satisfaction through ICICI BANK Services
customer satisfaction through ICICI BANK Servicescustomer satisfaction through ICICI BANK Services
customer satisfaction through ICICI BANK Services
sumit payal
MTB Affiliation Report
MTB Affiliation ReportMTB Affiliation Report
MTB Affiliation Report
Sudip Ganguly
Credit analysis of personal loan Rahul Mishra
Credit analysis of personal loan Rahul MishraCredit analysis of personal loan Rahul Mishra
Credit analysis of personal loan Rahul Mishra
Rahul Mishra
Study on Retail Banking Transformations in India - PNB
Study on Retail Banking Transformations in India - PNBStudy on Retail Banking Transformations in India - PNB
Study on Retail Banking Transformations in India - PNB
Ravi Panwar
Indusind bank presention
Indusind bank presentionIndusind bank presention
Indusind bank presention
Santosh Rana
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALIAN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
Ramesh Pant
Nimisha Agarwal_SIP report
Nimisha Agarwal_SIP reportNimisha Agarwal_SIP report
Nimisha Agarwal_SIP report
Nimisha Agarwal
BANKING AT AXIS BANK BY PRAVEEN SONI
BANKING AT AXIS BANK BY PRAVEEN SONIBANKING AT AXIS BANK BY PRAVEEN SONI
BANKING AT AXIS BANK BY PRAVEEN SONI
Praveen Soni
An Internship Report On Kumari Bank Ltd
An Internship Report On Kumari Bank Ltd An Internship Report On Kumari Bank Ltd
An Internship Report On Kumari Bank Ltd
gautam bhatta
An analysis of customer satisfaction at the premier bank limited, full
An analysis of customer satisfaction at the premier bank limited, fullAn analysis of customer satisfaction at the premier bank limited, full
An analysis of customer satisfaction at the premier bank limited, full
WINNERbd.it
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
Summer Internship Report for Agri-Business(Priority Sector Lending) at Kotak ...
GagZz23696
Analyzing customer satisfaction level at standard chartered bank
Analyzing customer satisfaction level at standard chartered bankAnalyzing customer satisfaction level at standard chartered bank
Analyzing customer satisfaction level at standard chartered bank
WINNERbd.it
Summer internship project report 1 2
Summer internship project report 1 2Summer internship project report 1 2
Summer internship project report 1 2
NitinLasunte
Internship_ParthKhanna (1)
Internship_ParthKhanna (1)Internship_ParthKhanna (1)
Internship_ParthKhanna (1)
Parth Khanna
A study to evaluate the banking services provided to SME customers by ICICI b...
A study to evaluate the banking services provided to SME customers by ICICI b...A study to evaluate the banking services provided to SME customers by ICICI b...
A study to evaluate the banking services provided to SME customers by ICICI b...
apurv1993
0601085 perceptible analysis of depository services
0601085 perceptible analysis of depository services0601085 perceptible analysis of depository services
0601085 perceptible analysis of depository services
Supa Buoy
customer satisfaction through ICICI BANK Services
customer satisfaction through ICICI BANK Servicescustomer satisfaction through ICICI BANK Services
customer satisfaction through ICICI BANK Services
sumit payal
MTB Affiliation Report
MTB Affiliation ReportMTB Affiliation Report
MTB Affiliation Report
Sudip Ganguly
Credit analysis of personal loan Rahul Mishra
Credit analysis of personal loan Rahul MishraCredit analysis of personal loan Rahul Mishra
Credit analysis of personal loan Rahul Mishra
Rahul Mishra
Study on Retail Banking Transformations in India - PNB
Study on Retail Banking Transformations in India - PNBStudy on Retail Banking Transformations in India - PNB
Study on Retail Banking Transformations in India - PNB
Ravi Panwar
Indusind bank presention
Indusind bank presentionIndusind bank presention
Indusind bank presention
Santosh Rana
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALIAN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
AN INTERNSHIP REPORT ON KUMARI BANK LIMITED DHANGADHI KAILALI
Ramesh Pant
Nimisha Agarwal_SIP report
Nimisha Agarwal_SIP reportNimisha Agarwal_SIP report
Nimisha Agarwal_SIP report
Nimisha Agarwal
BANKING AT AXIS BANK BY PRAVEEN SONI
BANKING AT AXIS BANK BY PRAVEEN SONIBANKING AT AXIS BANK BY PRAVEEN SONI
BANKING AT AXIS BANK BY PRAVEEN SONI
Praveen Soni

Similar to Interim ppt (20)

Banking And Finance (14).pptx
Banking And Finance (14).pptxBanking And Finance (14).pptx
Banking And Finance (14).pptx
Christ Association
Banking
BankingBanking
Banking
ARUN JOSEPH
new cv
new cvnew cv
new cv
Tarek Nehad
Resume Sajin
Resume SajinResume Sajin
Resume Sajin
Sajin Chandy
Hbl(final) pom report
Hbl(final) pom reportHbl(final) pom report
Hbl(final) pom report
Matti Rehman
Module 1.pptx
Module 1.pptxModule 1.pptx
Module 1.pptx
Yashwanth Rm
Service Sector Management at State Bank of India
Service Sector Management at State Bank of IndiaService Sector Management at State Bank of India
Service Sector Management at State Bank of India
Sneha J Chouhan
Indian banking industry
Indian banking industryIndian banking industry
Indian banking industry
Khushboo Khanna
Banking services marketing
Banking services marketingBanking services marketing
Banking services marketing
Ishan Malhotra
Retain banking
Retain bankingRetain banking
Retain banking
Dharmik
Mutual trust bank general banking
Mutual trust bank general bankingMutual trust bank general banking
Mutual trust bank general banking
Nazmul Hasan
MODULE 1, CASA LEAD GERNERATION.ppt
MODULE 1, CASA LEAD GERNERATION.pptMODULE 1, CASA LEAD GERNERATION.ppt
MODULE 1, CASA LEAD GERNERATION.ppt
NarinderBhasin
Propsal of-credit-dept.-of-mtb
Propsal of-credit-dept.-of-mtbPropsal of-credit-dept.-of-mtb
Propsal of-credit-dept.-of-mtb
zahurul88
Segmentation of bank customer
Segmentation of bank customerSegmentation of bank customer
Segmentation of bank customer
Shailesh kumar
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin
Vinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey _CV_2016 Retail BankingVinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey
Business studies project
Business studies projectBusiness studies project
Business studies project
Ni234
7 p state bank of india 7p
7 p state bank of india 7p7 p state bank of india 7p
7 p state bank of india 7p
Mercuryi Studentpoint
MTBL (Affiliation) ppt.
MTBL (Affiliation) ppt.MTBL (Affiliation) ppt.
MTBL (Affiliation) ppt.
Sudip Ganguly
Cooperative and commercial banks in india
Cooperative and commercial banks in indiaCooperative and commercial banks in india
Cooperative and commercial banks in india
Nirav Shah
Banking And Finance (14).pptx
Banking And Finance (14).pptxBanking And Finance (14).pptx
Banking And Finance (14).pptx
Christ Association
Hbl(final) pom report
Hbl(final) pom reportHbl(final) pom report
Hbl(final) pom report
Matti Rehman
Service Sector Management at State Bank of India
Service Sector Management at State Bank of IndiaService Sector Management at State Bank of India
Service Sector Management at State Bank of India
Sneha J Chouhan
Indian banking industry
Indian banking industryIndian banking industry
Indian banking industry
Khushboo Khanna
Banking services marketing
Banking services marketingBanking services marketing
Banking services marketing
Ishan Malhotra
Retain banking
Retain bankingRetain banking
Retain banking
Dharmik
Mutual trust bank general banking
Mutual trust bank general bankingMutual trust bank general banking
Mutual trust bank general banking
Nazmul Hasan
MODULE 1, CASA LEAD GERNERATION.ppt
MODULE 1, CASA LEAD GERNERATION.pptMODULE 1, CASA LEAD GERNERATION.ppt
MODULE 1, CASA LEAD GERNERATION.ppt
NarinderBhasin
Propsal of-credit-dept.-of-mtb
Propsal of-credit-dept.-of-mtbPropsal of-credit-dept.-of-mtb
Propsal of-credit-dept.-of-mtb
zahurul88
Segmentation of bank customer
Segmentation of bank customerSegmentation of bank customer
Segmentation of bank customer
Shailesh kumar
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin-1020806(Spring 2014 internship report) (1)
Rushnan Binte Amin
Vinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey _CV_2016 Retail BankingVinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey _CV_2016 Retail Banking
Vinoy Varkey
Business studies project
Business studies projectBusiness studies project
Business studies project
Ni234
MTBL (Affiliation) ppt.
MTBL (Affiliation) ppt.MTBL (Affiliation) ppt.
MTBL (Affiliation) ppt.
Sudip Ganguly
Cooperative and commercial banks in india
Cooperative and commercial banks in indiaCooperative and commercial banks in india
Cooperative and commercial banks in india
Nirav Shah

Recently uploaded (20)

Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Lviv Startup Club
Top Social Media Marketing Trends in 2025
Top Social Media Marketing Trends in 2025Top Social Media Marketing Trends in 2025
Top Social Media Marketing Trends in 2025
bulbulkanwar7070
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptxSiddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time PurchaseGet Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
SOFTTECHHUB
Vitaly Bondar: Are GANs dead or alive? (UA)
Vitaly Bondar: Are GANs dead or alive? (UA)Vitaly Bondar: Are GANs dead or alive? (UA)
Vitaly Bondar: Are GANs dead or alive? (UA)
Lviv Startup Club
Will-Skill Matrix PowerPoint Template and Guide
Will-Skill Matrix PowerPoint Template and GuideWill-Skill Matrix PowerPoint Template and Guide
Will-Skill Matrix PowerPoint Template and Guide
Aurelien Domont, MBA
Runnin Digital community - Linkedin & FB
Runnin Digital community  - Linkedin & FBRunnin Digital community  - Linkedin & FB
Runnin Digital community - Linkedin & FB
Nir Makovsky
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Lviv Startup Club
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCYREACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
leooscar735
CRED presentation in entrepreneurship management
CRED presentation in entrepreneurship managementCRED presentation in entrepreneurship management
CRED presentation in entrepreneurship management
kumarka087
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Lviv Startup Club
Your brand might be pushing clients away without you knowing.
Your brand might be pushing clients away without you knowing.Your brand might be pushing clients away without you knowing.
Your brand might be pushing clients away without you knowing.
Group Buy Seo Tools
IPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
IPT-Silver-ISVLF-IR Deck Mar 2025 PresentationIPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
IPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
jerry308821
Oleksandr Krakovetskyi: 亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Oleksandr Krakovetskyi:  亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)Oleksandr Krakovetskyi:  亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Oleksandr Krakovetskyi: 亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Lviv Startup Club
Dunlop Model Class Lecture one for mid.pptx
Dunlop Model Class Lecture one for mid.pptxDunlop Model Class Lecture one for mid.pptx
Dunlop Model Class Lecture one for mid.pptx
NazrulIslamJewel1
Carousel - Five Key FinTech Trends in 2025
Carousel - Five Key FinTech Trends in 2025Carousel - Five Key FinTech Trends in 2025
Carousel - Five Key FinTech Trends in 2025
Anadea
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
FINNOMENAMarketing
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptxBUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
manikandansMani2
SponsorPitch.pdf........................
SponsorPitch.pdf........................SponsorPitch.pdf........................
SponsorPitch.pdf........................
mekhilivingston
Portfolio - Example Project 2025 by Gina
Portfolio - Example Project 2025 by GinaPortfolio - Example Project 2025 by Gina
Portfolio - Example Project 2025 by Gina
esouveninteriordesig
Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Maksym Bilychenko: Empowering IT Products with AI: Opportunities and Pitfalls...
Lviv Startup Club
Top Social Media Marketing Trends in 2025
Top Social Media Marketing Trends in 2025Top Social Media Marketing Trends in 2025
Top Social Media Marketing Trends in 2025
bulbulkanwar7070
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptxSiddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank Navigating_Nepals_Financial_Challenges.pptx
Siddhartha Bank
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time PurchaseGet Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
Get Lifetime Access to Premium AI Models with AI IntelliKit's One-Time Purchase
SOFTTECHHUB
Vitaly Bondar: Are GANs dead or alive? (UA)
Vitaly Bondar: Are GANs dead or alive? (UA)Vitaly Bondar: Are GANs dead or alive? (UA)
Vitaly Bondar: Are GANs dead or alive? (UA)
Lviv Startup Club
Will-Skill Matrix PowerPoint Template and Guide
Will-Skill Matrix PowerPoint Template and GuideWill-Skill Matrix PowerPoint Template and Guide
Will-Skill Matrix PowerPoint Template and Guide
Aurelien Domont, MBA
Runnin Digital community - Linkedin & FB
Runnin Digital community  - Linkedin & FBRunnin Digital community  - Linkedin & FB
Runnin Digital community - Linkedin & FB
Nir Makovsky
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Rostyslav Chayka: 丕仗舒于仍仆仆 从仂仄舒仆亟仂 亰舒 亟仂仗仂仄仂亞仂 AI (UA)
Lviv Startup Club
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCYREACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
REACH OUT TO SALVAGE ASSET RECOVERY TO RECOVER SCAM OR STOLEN CRYPTOCURRENCY
leooscar735
CRED presentation in entrepreneurship management
CRED presentation in entrepreneurship managementCRED presentation in entrepreneurship management
CRED presentation in entrepreneurship management
kumarka087
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Dmytro Kuzmenko: Potential of Vision-Language-Action (VLA) models (UA)
Lviv Startup Club
Your brand might be pushing clients away without you knowing.
Your brand might be pushing clients away without you knowing.Your brand might be pushing clients away without you knowing.
Your brand might be pushing clients away without you knowing.
Group Buy Seo Tools
IPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
IPT-Silver-ISVLF-IR Deck Mar 2025 PresentationIPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
IPT-Silver-ISVLF-IR Deck Mar 2025 Presentation
jerry308821
Oleksandr Krakovetskyi: 亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Oleksandr Krakovetskyi:  亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)Oleksandr Krakovetskyi:  亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Oleksandr Krakovetskyi: 亞仍磲 亞亠仆亠舒亳于仆亳 仄仂亟亠仍亠亶 亰 仄从于舒仆仆礆 (UA)
Lviv Startup Club
Dunlop Model Class Lecture one for mid.pptx
Dunlop Model Class Lecture one for mid.pptxDunlop Model Class Lecture one for mid.pptx
Dunlop Model Class Lecture one for mid.pptx
NazrulIslamJewel1
Carousel - Five Key FinTech Trends in 2025
Carousel - Five Key FinTech Trends in 2025Carousel - Five Key FinTech Trends in 2025
Carousel - Five Key FinTech Trends in 2025
Anadea
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
20250305_A. Stotz All Weather Strategy - Weights update & Performance review ...
FINNOMENAMarketing
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptxBUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
BUSINESS CORRESPONDENCE Unit IV - NOTES.pptx
manikandansMani2
SponsorPitch.pdf........................
SponsorPitch.pdf........................SponsorPitch.pdf........................
SponsorPitch.pdf........................
mekhilivingston
Portfolio - Example Project 2025 by Gina
Portfolio - Example Project 2025 by GinaPortfolio - Example Project 2025 by Gina
Portfolio - Example Project 2025 by Gina
esouveninteriordesig

Interim ppt

  • 1. RETAIL BANKING KOTAK MAHINDRA BANK LTD. - TEJAS ANIL SONI 14BSP1584
  • 2. INTRODUCTION Retail banking is the direct execution of transactions between a bank and its consumers, rather than with corporations or other banks. Services offered include savings and transactional accounts, mortgages, personal loans, debit cards, and credit cards. It may also be used to refer to a division of a bank dealing with retail customers and can also be termed as Personal Banking services.
  • 3. ABOUT KMBL Kotak Mahindra is one of India's leading banking and financial services group, offering a wide range of financial services that encompass every sphere of life. KMBL was formed by Mr. Uday Kotak (Executive Vice Chairman and Managing Director) in 1985. Kotak Mahindra Bank Ltd is a one stop shop for all banking needs.
  • 4. PROJECT PROGRESS DETAILS Placed under Retail Liability group of the KMBL Mulund West branch which is been headed by Branch Sales Manager (BSM). I was been introduced and given all the basics about the Institution, Product and their unique features. Learned how to pitch customer and take leads. Various Documentation for opening of account. Comparative analysis of Saving Account features with that of KMBLs features.
  • 5. Tele calling form the database been provided , On an average practically 4-5% of the customer responses and opens account through Tele calling process. Also attended various calls with Colleagues for LI, Saving Account, and Current Account, convinced various customers and brought in in 2 Demat Account, 3 Pro Saving Account and 1 Life Insurance with premium of Rs.30000. In all brought in revenue of Rs.80000. Attended and solved queries of various customers like change in address / contact number, monthly statement etc., gained practical knowledge about the market and the consumer behavior.
  • 7. CONCLUSION Towards the end of this internship, I will get an in-depth knowledge of products, retail banking, account acquisition, and personal banking services. I am also involved in various sales activities including taking lead, setting appointment, and pitching customer and bring in revenue. During my market visit meeting the customers and also through interaction with customer on calls gave me practical knowledge about the functioning of Retail banks at the market place about Retail Bankers behavior, consumer behavior and various other market dynamics. I would also look forward to know customers perception through a survey (Questionnaire Method) and also will be analyzing and comparing financial position through past data available.