Job Description
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: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Business Correspondent
Employement Type: Full time
Contact Details:
Company: Kotak Life Insurance
Location(s): Hyderabad
Keyskills:
android
presentation skills
business development
sales
kyc
target marketing
channel sales
retail sales
market research
new business development
customer acquisition
marketing
relationship management
channel management
key account management