Relationship Manager Customer Engagement

2 weeks ago


Surat, Gujarat, India Kotak Mahindra Bank Limited Full time
Job Description

(DESIGNATION)

Transaction Banking Group ROCE ( Relationship Officer - Customer Engagement)
Location Hyderabad
Number of Positions 12
Reporting Relationships RCEM ( Regional Customer Engagement Manager )
Position Grade M2

`

Job Role:

1. Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped )
2. Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
3. Deepening of CA SA and TD mapped relationships.
4. Meeting and conversion on leads from VRM and CEC.
5. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
6. Ensuring customer stickiness and category upgrade.
7. Acquisition, X-sell of business & Service activations to existing customers
8. Explain all the Facilities of the Bank in Form of Demonstration both online / offline
9. Enroll the customer for the services which would be useful for him
10. Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
11. Speed and efficiency of service given
12. Sales targets for banks and investment products.
13. Customer acquisition from Family Household & referrals.
14. Have higher NPs scores

Job Requirements::

Job Role

- Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
- Must be energetic, confident and go-getter

Application:

If you wish to apply for this job position, please fill your details in the pplication Form and mail to

Please mention the following in the subject line as Position Name-Your Name - Your Current Businessgroup

  • Surat, Gujarat, India Kotak Mahindra Bank Full time

    DESIGNATION Transaction Banking Group ROCE Relationship Officer - Customer Engagement Location Hyderabad Number of Positions 12 Reporting Relationships RCEM Regional Customer Engagement Manager Position Grade M2 Job Role Customer Engagement meeting Video call Tele call and Relationship Management on the mapped C Cat book of the branch C...


  • Surat, Gujarat, India Perfect Naukari Full time

    We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical...


  • Surat, Gujarat, India Cambay Foodservice Packaging Full time

    Company DescriptionCambay Foodservice Packaging is the largest Star Export House of disposable paper products from India, offering a wide product portfolio of more than 250 SKUs. With a focus on quality customized products, the company serves an expanding international clientele base and business partners. Cambay has been accredited with BRC, FSC, and TUV...


  • Surat, Gujarat, India Cambay Foodservice Packaging Full time

    Company DescriptionCambay Foodservice Packaging is the largest Star Export House of disposable paper products from India, offering a wide product portfolio of more than 250 SKUs. With a focus on quality customized products, the company serves an expanding international clientele base and business partners. Cambay has been accredited with BRC, FSC, and TUV...


  • Surat, Gujarat, India Cambay Foodservice Packaging Full time

    Company Description Cambay Foodservice Packaging is the largest Star Export House of disposable paper products from India, offering a wide product portfolio of more than 250 SKUs. With a focus on quality customized products, the company serves an expanding international clientele base and business partners. Cambay has been accredited with BRC, FSC, and TUV...


  • Surat, Gujarat, India Cambay Foodservice Packaging Full time

    Company DescriptionCambay Foodservice Packaging is the largest Star Export House of disposable paper products from India, offering a wide product portfolio of more than 250 SKUs. With a focus on quality customized products, the company serves an expanding international clientele base and business partners. Cambay has been accredited with BRC, FSC, and TUV...

  • Relationship Manager

    3 weeks ago


    Surat, Gujarat, India HDFC securities Full time

    Job Title: Relationship Manager Key Responsibilities: Develop and maintain relationships with existing customers. Educate customers on equity markets and investment opportunities. Provide assistance with online trading and handle outbound calls. Promote financial products through cross-selling, including mutual funds, insurance, systematic investment plans,...


  • Surat, Gujarat, India Kotak Mahindra Bank Full time

    Job DescriptionKotak Mahindra Bank Limited is seeking a skilled Client Engagement Specialist to join its team. As a Client Engagement Specialist, you will play a crucial role in driving sales and distribution growth through various channels.Key Responsibilities:Manage sales and distribution across multiple channels, including cross-channel and open market...

  • Relationship Manager

    3 weeks ago


    Surat, Gujarat, India Shubham Housing Development Finance Company Full time

    Job DescriptionCompany DescriptionShubham Housing development finance Limited is a housing finance company that provides housing loans primarily in the unreached and under-served market. The company was incorporated in Noida , Delhi in 2010 and operates in 14 states across India.Role DescriptionThis is a full-time on-site role as a Relationship Manager...

  • Relationship Manager

    3 weeks ago


    Surat, Gujarat, India SRG Housing Finance Full time

    Promising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...


  • Surat, Gujarat, India White Force Full time

    Job Description: A Relationship Manager is responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints. They possess excellent communication and problem-solving skills and work closely with sales and marketing teams to boost profitability and customer...


  • Surat, Gujarat, India Kotak Mahindra Bank Full time

    Job DescriptionJOB DESCRIPTIONJob role:- Manage sales and distribution through the cross channel and open market channels- Ensure unilateral growth by adding new DSAs / Branches- Manage and grow the Direct Sales team and focus on increased Productivity- Marketing and encashing catchment areas- Meeting HNI clients and explaining various products related to...


  • Surat, Gujarat, India Rawalwasia Group Full time

    Transport Relationship Manager TRM Company Name Rawalwasia Textile Industries Pvt ltd Job Title Transport Relationship Manager TRM Industry CoalHours Full-TimeLocation Surat OfficeJob PurposeThe Transport Relationship Manager TRM will oversee and manage all transportation logistics within the coal industry The TRM will coordinate vendor services ...


  • Surat, Gujarat, India ZebraLearn Full time

    We are looking for a talented Client Engagement Expert to join our support team at ZebraLearn. As a key member of our team, you will be responsible for building strong relationships with our customers and delivering exceptional customer service.**Job Responsibilities:**Maintain a positive, empathetic, and professional attitude towards customers at all...


  • Surat, Gujarat, India Elvee Jewels Pvt Ltd Full time

    We are looking for a dynamic and strategic People Engagement Manager to lead initiatives that enhance employee experience, foster a positive work culture, and drive engagement across the organization. This role will focus on designing and implementing engagement programs, improving internal communication, and ensuring employees feel valued and connected to...


  • Surat, Gujarat, India Elvee Jewels Pvt Ltd Full time

    Job Description We are looking for a dynamic and strategic People Engagement Manager to lead initiatives that enhance employee experience, foster a positive work culture, and drive engagement across the organization. This role will focus on designing and implementing engagement programs, improving internal communication, and ensuring employees feel valued...


  • Surat, Gujarat, India ZebraLearn Full time

    Who are we looking for: If you are a proactive listener and problem solver, Zebralearn has the perfect role for you. You'll be responsible for helping customers with complaints and questions, giving customers information about products and services, taking orders, and processing returns. Your contribution to the team: Maintaining a positive, empathetic, and...


  • Surat, Gujarat, India ZebraLearn Full time

    Who are we looking for: If you are a proactive listener and problem solver, Zebralearn has the perfect role for you. You'll be responsible for helping customers with complaints and questions, giving customers information about products and services, taking orders, and processing returns. Your contribution to the team: Maintaining a positive, empathetic, and...


  • Surat, Gujarat, India IG Networks Full time

    About IG NetworksWe are a dynamic telecommunications services company with a presence in multiple regions. Our goal is to provide innovative solutions that exceed customer expectations.Job Overview:This role is responsible for managing customer relationships and identifying new business opportunities in the Indian and Asian markets. The successful candidate...


  • Surat, Gujarat, India MNR Solutions Full time

    As a CRM Executive you will be responsible for managing and enhancing customer relationships to ensure satisfaction and retention Your role will involve addressing customer queries gathering feedback and maintaining the CRM system to support business objectives in the fashion and textile industry Key Responsibilities Customer Queries - Respond promptly...