Cec Relationship Officer

6 days ago

Thane, India Kotak Mahindra Full time

**Job Role**:

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers.
- Sources new bank customers through Lead generation model and responsible for conversion from external field support
- Cross sells bank products to existing set of customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives prospective and existing clients through different Product Managers
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.

**Job Description**:

- Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience
- Certified in AMFI/IRDA
- Excellent communication skills - Verbal & Written
- Flair for Sales
- Flexible to get scattered 8 Week Offs in a month with 9hours shift
- Good listening skills and strong communication abilities.
- Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
- Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

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