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Relationship Officer-811-Digital Banking Kotak 811-Sales @ Kotak Life Insurance

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 Relationship Officer-811-Digital Banking Kotak 811-Sales

Job Description

 About The Role  This is an Internal document.
Job TitleRelationship Officer - 811 Digital Sales GradeM1
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.
  • Job Classification

    Industry: IT Services & Consulting
    Functional Area / Department: BFSI, Investments & Trading
    Role Category: Banking Operations
    Role: Personal Banker
    Employement Type: Full time

    Contact Details:

    Company: Kotak Life Insurance
    Location(s): Hyderabad

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    Keyskills:   presentation skills business development sales marketing kyc channel sales retail sales market research new business development customer acquisition sales executive activities relationship management channel management key account management

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    Kotak Life Insurance

    Kotak Life has bought back its stake from Old Mutual and is no longer in a joint venture, thus making us a 100% owned subsidiary of Kotak Mahindra Bank Ltd. Kotak Mahindra Life Insurance Company Ltd (Formerly known as Kotak Mahindra Old Mutual Life Insurance Ltd.) is a 100% owned subsidiary of Kotak...