Kotak

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.