Sky Phygital

20 hours ago

Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Description

Sky Phygital - Relationship Manager



Job Role:

  1. 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 )
  2. 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 
  3. Deepening of CA SA and TD mapped relationships.
  4. Meeting and conversion on leads from VRM and CEC.
  5. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
  6. Ensuring  customer stickiness and category upgrade. 
  7. Acquisition, X-sell of business & Service activations to existing customers 
  8.  Explain all the Facilities of the Bank in Form of Demonstration both online / offline 
  9. Enroll the customer for the services which would be useful for him 
  10. Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. 
  11. Speed and efficiency of service given
  12. Sales targets for banks and investment products.
  13. Customer acquisition from Family Household & referrals.
  14. Have higher NPs scores 


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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