Relationship Officer

Relationship Officer-811-Digital Banking Kotak 811-Sales

Relationship Manager

 

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.

 

 

Experience Level

Senior Level