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Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship ManagementConfidential • Morbi, India
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management

Confidential • Morbi, India
21 days ago
Job description

PRM- Digital Sales

(M2)

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 0.6 Months to 5 Yrs. of experience.

    Sal : - Max Upto 6 LPA

    Age : Maximum 34 Years

    Skills Required

    Presentation Skills

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    Relationship Management • Morbi, India

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