Relationship Manager Customer Engagement

13 hours ago


Jaipur, Rajasthan, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per year

(DESIGNATION)

Transaction Banking Group

ROCE ( Relationship Officer – Customer Engagement)

Location

Hyderabad

Reporting Relationships

RCEM ( Regional Customer Engagement Manager )

Position Grade

M2

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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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