Relationship Officer - Business Banking-BRANCH BANKING-Branch Banking

Candidate Experience site (Ahmedabad, GJ, India) 17 days ago

  • Originates/ develops new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Kotak Mahindra product offering.

  • Sources new bank customers through external individual efforts and acquisition channel.

  • Develops data base for lead generation, identifies market segments, strategize with acquisition channel.

  • Ensures high levels of customer service orientation and application of bank policy in external staff.

  • Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the bank’s products and services and seek customer deposits.

  • Builds long term personal relationship with clients through relationship calling efforts and social interaction.

  • Cross sells existing bank products to customers.

  • Informs customers of new products or product enhancements to further expand the banking relationship.

  • Plans and conducts special sales initiatives and events for prospective and existing clients.

  • Coordinates with other group companies to provide Bank customers with seamless access to other group products.

  • Records and responds to customer’s complaints, questions, problems.

  • Ensures fast and quality turn-around time for responses.

  • MIS generation, maintains records for all acquisition figures and account upgradations.

  • Maintains complete relationship record for assigned customer accounts.

  • Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

Relationship Officer - Business Banking-BRANCH BANKING-Branch Banking

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