Relationship Officer

Kotak Mahindra (Bangalore, KA, India) 5 days ago

Description

  Job Role:

  • 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 seamless access to other 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
  • Plans and conducts special sales initiatives and events for prospective and existing corporate.   


Job Requirement: 

  • Should have sales orientation
  • Portfolio Management
  • Customer retention
  • Cost efficiency through process
  • An immense interest in developing relationship with the customers 

 

Qualifications

  Graduate with AMFI & IRDA Certification  
 
8040-Bangalore-Koramangala Ii-KTK  
13, 80 Feet Road,   4Th Block, Koramangala.
  Bangalore   560034

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