Relationship Officer

2 weeks ago


Ahmedabad, India Kotak Mahindra Full time

JOB ROLE : - Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. - Speed and efficiency of service given - Sales targets for banks and investment products. - Going beyond the professional need of the customer by providing other products. Enhancement of customer value - Cross-sale of asset products - Back-up to relationship managers holding HNI relationship - Customer acquisition through referrals JOB REQUIREMENT: - Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew - Thorough understanding of banking - Customer Retention Cost Efficiency Through Process



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