Relationship Officer-811-Digital Banking Kotak 811-Sales

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.