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Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE at Kotak Mahindra Bank
, , -
Full Time

Start Date

Immediate

Expiry Date

17 Jan, 26

Salary

0.0

Posted On

19 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Engagement, Relationship Management, Cross Selling, Customer Acquisition, Service Activation, Account Opening, Sales Targets, Customer Service, Demonstration Skills, Lead Conversion, Team Collaboration, Product Knowledge, Customer Stickiness, Family Household Acquisition, Investment Products, Liability Products, Asset Products

Industry

Banking

Description
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
Responsibilities
The Relationship Manager Customer Engagement is responsible for engaging with customers through various channels and managing relationships within the mapped customer book. This role involves cross-selling banking products and ensuring customer satisfaction and retention.