Relationship Officer - 811 Digital Sales

Premier Acquisition Manager - Business Banking-RL Sales-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.

Experience Level

Mid Level