Relationship Manager Customer Engagement

4 weeks ago

Thāne, Maharashtra, India Kotak Mahindra Bank Full time

DESIGNATION Transaction Banking Group ROCE Relationship Officer - Customer Engagement Location Hyderabad Reporting Relationships RCEM Regional Customer Engagement Manager Position Grade M3 Job Role 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 branches with approx 1000 to 1500 customers will be mapped 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 Deepening of CA SA and TD mapped relationships Meeting and conversion on leads from VRM and CEC Working closely with respective teams on LI GI KSEC IC and Asset team for timely conversion of the business Ensuring customer stickiness and category upgrade Acquisition X-sell of business Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening Trinity account opening liability product selling liability on product features Cheque book insurance Speed and efficiency of service given Sales targets for banks and investment products Customer acquisition from Family Household referrals 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

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