Relationship Officer-811-Digital Banking Kotak 811-Sales
Kotak Mahindra Bank
Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager
- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
- Ensures high levels of customer service orientation and application of bank policy.
- 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 seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
- 4 to 5 years work experience, At least 1-2 HNI Relationship or Portfolio Handling.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
- Understanding of MF and Insurance an added advantage Customer orientation,
- High energy and drive.
- Go getter attitude.
- Self motivated with a passion to achieve.