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