Relationship Officer

2 days ago

Navi Mumbai, India Kotak Mahindra Full time

Business Description

811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.

We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)

Job Role:
Engaging with customers to enrich the relationships and garner higher wallet share of the customers

Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.

Cross - selling

Balance Builder products : Demat,Trading,Credit Cards/FD/RD

Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more

Third Party Products : Insurance such as General and Life,etc, Mutual Funds

Other banking products as per customer’s need

Prioritizing 360° customer engagement

Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.

Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS

Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Job Requirements:
MBA/Graduate

AMFI & IRDA Certification an added advantage for customer orientation

Excellent Interpersonal skills - Written and oral.

Good interpersonal and sales skills with strong people and time management.

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