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Relationship Officer-811-Digital Banking Kotak 811-Sales
4 weeks ago
About The Role
This is an Internal document.
Job TitleRelationship Officer - 811 Digital Sales GradeM1
Job Role-
- Have good awareness of Corporates with entry point links in those corporates.
- Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.
- Cross sells bank products to existing set of Corp Sal customers which are mapped.
- Handle Investment and Insurance requirements of clients
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.
- Goes beyond the professional need of the customer by providing other products - enhancement of customer value
- Maintains complete relationship record for assigned customer accounts.
- Penetration of group/family account of the existing mapped base.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
Job Requirement-
- Good communication and presentation skills.
- Willing to travel extensively within the city limits.
- Two- wheeler and an android phone is must.
- Liability Sales experience or KYC knowledge is an added advantage.
- Graduate with Minimum 0-2 Yrs. of experience.
