Job Description
Kotak 811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. Cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.Ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)
Job Role:
• Engaging with customers to enrich the relationships and garner higher wallet share of the customers
• Increase the 811 book and Investment AUM portfolio by means ofAcquiring, Enhancing, Deepening and Retention.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
• Cross - selling
• Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
• Build a Loan Portfolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
• Third Party Products : Insurance such as General and Life,etc, Mutual Funds
• Other banking products as per customers need
• Prioritizing 360 customer engagement
• Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
• Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
• Ensure that the defined parameters for opening of a new account are met as per the process and compliance
Requirements
• Post-graduate or graduate.
• Minimum 2yrs experience in insurance sales (Direct Channel)/Casa sales open Market
• AMFI & IRDA Certification an added advantage for customer orientation
• Excellent Interpersonal skills - Written and oral.
• Good interpersonal and sales skills with strong people and time management.
• Minimum 2yrs experience in insurance sales (Direct Channel)
• Hardcore sales mentality. Primary motivation from achievement of targets.
• A hunter by orientation.
• Should be well groomed and presentable with ambassadorship qualities
Job Role:
• Engaging with customers to enrich the relationships and garner higher wallet share of the customers
• Increase the 811 book and Investment AUM portfolio by means ofAcquiring, Enhancing, Deepening and Retention.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
• Cross - selling
• Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
• Build a Loan Portfolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
• Third Party Products : Insurance such as General and Life,etc, Mutual Funds
• Other banking products as per customers need
• Prioritizing 360 customer engagement
• Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
• Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
• Ensure that the defined parameters for opening of a new account are met as per the process and compliance
Requirements
• Post-graduate or graduate.
• Minimum 2yrs experience in insurance sales (Direct Channel)/Casa sales open Market
• AMFI & IRDA Certification an added advantage for customer orientation
• Excellent Interpersonal skills - Written and oral.
• Good interpersonal and sales skills with strong people and time management.
• Minimum 2yrs experience in insurance sales (Direct Channel)
• Hardcore sales mentality. Primary motivation from achievement of targets.
• A hunter by orientation.
• Should be well groomed and presentable with ambassadorship qualities
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Officer 811 position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.