Relationship Officer-811-Digital Banking Kotak 811-Sales

Job 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.