
Kotak Mahindra Bank Limited
CEC-Relationship Officer Customer Engagement (ROCE)-BRANCH BANKING-RO-CE
JOB DESCRIPTION
Job Role
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers.
. Sources new bank customers through Lead generation model and responsible for conversion from external field support
. Ensures high levels of customer service orientation and application of bank policy. . Cross sells bank products to existing set of customers.
. Informs customers of new products or product enhancements to further expand the banking relationship.
. Plans and conducts special sales initiatives prospective and existing clients through different Product Managers
. Coordinates with other group companies to provide seamless access to other products. . Maintains complete relationship record for assigned customer accounts.
Job Description
. Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience . Certified in AMFI/IRDA
. Excellent communication skills – Verbal & Written
. Flair for Sales . Flexible to get scattered 8 Week Offs in a month with 9hours shift
. Good listening skills and strong communication abilities.
. attitude & works with integrity
. Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers