Relationship Manager Customer Engagement

2 weeks ago

Delhi, Delhi, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 15,00,000 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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  • 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 brancheswith 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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