Relationship Officer

4 days ago


Mumbai, India Vipany Group Full time

**Roles and Responsibilities**

Managing a portfolio of 800-900 customers

2. Engage with these customers (via digital medium and physical meetings) to increase the

Relationship Value

3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance

Products ( Life and Non-Life), Credit Cards and Loans

Minimum 2-3 years of Sales Experience/ Key Account Management

2. Good Communication skills

3. Basic Excel knowledge and ability to perform non-complex data analysis

4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce,

CRM next

Key Skills
- Casa Sales
- insuranceSaving Accountcredit cardsMFmutual fundsLICurrent AccountBanking Products
- Skills highlighted with ‘‘ are preferred keyskills

Education
- UG:_Any Graduate

**Company Profile**:
Vipany Management Consulting Pvt Ltd.

**Roles and Responsibilities**:
The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak

811. As a part of the team the Relationship Officer will be responsible for:

- 1. Managing a portfolio of 800-900 customers

2. Engage with these customers (via digital medium and physical meetings) to increase the

Relationship Value

3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance

Products ( Life and Non-Life), Credit Cards and Loans

**Basic** **Requirements**:
1. Minimum 2-3 years of Sales Experience/ Key Account Management

2. Good Communication skills

3. Basic Excel knowledge and ability to perform non-complex data analysis

4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce,

CRMnext
- Company Info
- X
- Contact Company:_Vipany Management Consulting Pvt Ltd.


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