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Relationship Officer-811-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Visakhapatnam, Andhra Pradesh, India -
Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

0.0

Posted On

09 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Corporate Sales, Digital Banking, Cross Selling, Investment Management, Insurance Sales, Customer Relationship Management, Presentation Skills, Communication Skills, KYC Knowledge, Liability Sales

Industry

Banking

Description
This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role-  Have good awareness of Corporates with entry point links in those corporates.  Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.  Cross sells bank products to existing set of Corp Sal customers which are mapped.  Handle Investment and Insurance requirements of clients  Informs customers of new products or product enhancements to further expand the banking relationship.  Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.  Goes beyond the professional need of the customer by providing other products - enhancement of customer value  Maintains complete relationship record for assigned customer accounts.  Penetration of group/family account of the existing mapped base.  Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement-  Good communication and presentation skills.  Willing to travel extensively within the city limits.  Two- wheeler and an android phone is must.  Liability Sales experience or KYC knowledge is an added advantage.  Graduate with Minimum 0-2 Yrs. of experience.
Responsibilities
Focus on acquiring and managing corporate clients for digital banking services and cross-selling bank products. Maintain relationship records and handle investment and insurance requirements for mapped customers.