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.

Experience Level

Mid Level