
Kotak Mahindra
JOB ROLE :
· Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
· Speed and efficiency of service given
· Sales targets for banks and investment products.
· Going beyond the professional need of the customer by providing other products. Enhancement of customer value
· Cross-sale of asset products
· Back-up to relationship managers holding HNI relationship
· Customer acquisition through referrals
JOB REQUIREMENT:
· Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew
· Thorough understanding of banking
· Customer Retention
Cost Efficiency Through Process