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.