4890 Cross Selling Jobs - Page 42

Job Overview: Axis Max Life Insurance is seeking a strategic and dynamic Product Manager to join our growing E-commerce Product Team. This role will be responsible for driving the development and management of innovative digital products and ensuring successful product releases on our e-commerce platforms. As a Product Manager, you will play a key role in shaping the digital experience, optimizing product features, and leading product releases while working cross-functionally with technology, design, marketing, and operations teams. Key Responsibilities: Product Development & Strategy : Lead the development and enhancement of Axis Max Life Insurances digital products across e-commerce platforms, including websites and mobile apps. Define and execute the product roadmap in alignment with business goals, customer needs, and market trends. Collaborate with stakeholders to prioritize features and ensure that digital products meet customer expectations and deliver business value. Cross-Sell & Upsell Strategy: Analyse, Design and implement targeted cross-sell and upsell campaigns using customer segmentation, behaviour patterns, and lead maturity. Collaborate with various teams in designing the Journeys and integrations (e.g.riders, top-up plans). Monitor campaign performance; iterate based on conversion trends and agent feedback. Servicing: Analyze customer interactions and identify high-impact servicing needs (e.g., policy copy, nominee update, premium payments, renewals). Design automation workflows (chatbot, IVR, email/SMS) to enable self-service and reduce TAT. Track and ensure delivery of servicing and sales-enablement projects within committed timelines, scope, and budgets. Collaborate with tech, product, and operations teams to remove bottlenecks and accelerate go-lives. Maintain risk logs, mitigation plans, and post-deployment performance assessments. Release Management : Own the end-to-end release management process, ensuring smooth and timely product releases, including managing release schedules, coordination with engineering and QA teams, and ensuring product readiness for launch. Oversee the successful rollout of new features and product updates, managing risks and ensuring minimal disruption to the user experience. Develop and manage detailed release plans, track progress, and communicate release status to all relevant teams. Ensure that all product releases are well-documented, tested, and meet regulatory and quality standards before going live. Customer-Centric Focus : Lead customer research, usability testing, and feedback collection to continuously improve the user experience and refine the product offering. Use data-driven insights, A/B testing, and customer feedback to identify opportunities for optimization and new feature development. Cross-functional Collaboration : Work closely with development, design, marketing, sales, and operations teams to deliver seamless product launches and updates. Collaborate with the UX/UI design team to ensure the product interface is intuitive and provides an outstanding customer experience. Ensure alignment of product goals across teams, and communicate effectively to stakeholders regarding product progress, challenges, and updates. Agile Project Management : Lead and participate in Agile ceremonies (sprints, stand-ups, retrospectives) to drive product development and ensure timely delivery of features. Maintain and prioritize the product backlog, ensuring that the most impactful features and enhancements are delivered on time. Qualifications: Educational Background : Bachelor's degree in Business, Marketing, Engineering, Computer Science, or a related field. An MBA or equivalent advanced qualification is a plus. Experience : 6-8 years of experience in product management, preferably in e-commerce, digital products, or consumer technology. Proven experience in release management, including managing product launches and ensuring seamless deployment. Experience in financial services, insurance, or a similar highly regulated industry is a plus. Proven experience in managing lead-to-sale journeys with measurable results. Strong understanding of CRM platforms (e.g., Salesforce, Leadsquared, Zoho) and dialer technologies. Experience with chatbot platforms Skills : Strong understanding of e-commerce platforms, digital product management, and customer journey mapping. Excellent project management skills, with experience leading cross-functional teams to successfully launch products. Expertise in release management, including planning, scheduling, testing, and post-launch support. Proficiency in using product management and project management tools (e.g., Jira, Aha!, Confluence, Trello). Analytical mindset with comfort in using dashboards and drawing actionable insights. Strong written and verbal communication skills, with the ability to clearly convey technical concepts to non-technical stakeholders. Core Competencies : Customer-first mindset with a passion for delivering exceptional user experiences. Strong analytical skills with the ability to turn data insights into actionable product decisions. Ability to lead teams in an Agile environment, manage multiple priorities, and drive results. Excellent collaboration and interpersonal skills, able to work effectively with diverse teams and stakeholders. Preferred Skills : Experience with A/B testing, conversion rate optimization (CRO), and other digital product optimization techniques. Familiarity with Agile/Scrum methodologies and tools such as Jira, Confluence, and other sprint management tools. Experience in the financial services or insurance industry is highly preferred.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

This is an Internal document. Location Manager Corporate Salary Job ID Department RL Corporate Salary Location Bangalore, Position Grade M5/M6 Corporate Salary business vertical is a part of Retail Liabilities division of the Consumer Bank segment. The Kotak Salary Account program provides a comprehensive product suite to cater to the financial needs of the salaried individual. The segment offers to its customer the entire range of banking products available within the consumer bank and of course works closely across all businesses of the Kotak Group. The sales team primarily comprises of Account Managers, Key Account Managers, Corporate Relationship Managers Territory Managers & Location Managers. Will be responsible for location business targets for core, value & cross sell. Will have to work on defined Large Corporate Accounts for penetration and achieve business goals. Personally get involved in the acquisition of Sr Mgmt/Mid Mgmt accounts within an empaneled corporate Adhere to KYC / Quality and regulatory norms and approved processes as per company policy. Maintaining Cordial relations with internal / external Customer / departments. Drive team productivity and Sales Efficiencies. Ensure team is meeting SOP on monthly basis Should ensure corporate account profitability by maintaining salary upload percentage above 90% at all times Should be self starter / high on energy. Focussed to drive both volume & Value target for the location Good communication and analytical skills. Candidate should be confident / aggressive & team player. Passion for Corporate / senior level engagement Should be preferably post graduate 8 to 10 years of work experience of which atleast 5 years experience in Corporate Sales J o b R o l e Job RequirementsJ o b R o l e

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

CEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This ski Description for Internal Candidates To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs. Same Posting Description for Internal and External Candidates

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

ROLE : Area Manager Branch Banking GradeM7 / M8 Vice President (M7) / Senior Vice President (M8) FUNCTION Branch Banking-Branch Banking SEGMENT CONSUMER BANK LOCATION : JOB SPECIFICATIONS Job Role Achieving the Business Objectives for the Area and Meet the Value, Volume and Channel Productivity Metrics. Generation of Revenues through sale of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc. through Branch Channel. Leading team of Branch Managers, Operation Team and Mentoring of Sales teams for the allotted Cluster. Enhancement of Deposit Pool from Customers. Regulatory compliance & Manpower planning. RM & RO Channel Productivity Improvement. Driving Service Quality parameters across Span. Manage Productivity, Morale of Branch Personnel. Establishing Standards and Delivery of Customer Service. Job Requirements Relevant Experience in RL Branch Banking with Team Handling Exposure. Excellent Written and Oral Skills. Analytical Skills. Ability to Influence People in Different Departments. Strong Relationship Orientation. Should be an Excellent Team Player. PERSONALITY TRAITS & REQUIRED S: SHOULD HAVE THE BUSINESS ACUMEN TO SPOT THE OPPORTUNITIES AND MAKE A BUSINESS CASE TO PENETRATE THE MARKET BY PREPARING CATCHMENT SPECIFIC STRATEGY ABILITY TO ENGAGE WITH VARIOUS CHANNELS ACROSS CONSUMER BANK AND LEAVE A POSITIVE IMPACT IN EVERY INTERACTION MUST BE AN EFFECTIVE COMMUNICATOR. NEED TO HAVE GOOD ARTICULATION S BLEND OF SERVICE AND SALES ORIENTATION SHOULD POSSESS GOOD ANALYTICAL & PRESENTATION S. QUALIFICATION : Graduation Compulsory. MBA / PG Preferred. AMFI / IRDA Certification Preferred.

Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation to meet benchmark NPS. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities.

Role: Service Relationship Manager - WC-Working Capital-Sales : Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

Senior Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Year

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

J D - Relationship Manager Handle current portfolio of Small Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

PSM - CMS Transaction Banking Group Product Sales Manager Cash Management Services Location Jaipur Number of Positions 01 Reporting Relationships Area Manager Position Grade M2-M3 Transaction Banking Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions. Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances), Payment Gateway. We are currently looking for Product Sales Managers who can sell & support Corporate/CA customers dealing with Consumer & Commercial Bank. Job Profile Product Sales Manager is expected to drive the sales of following Cash Management products from all the verticals under Consumer & Commercial Bank which includes Branch Banking, Privy, Wealth, TASC, Agri, WCG, ECG. Collections Solutions viz. Physical Collections, Electronic Collections, Payment Gateway, NACH Payment Solution viz. Physical Payments, Electronic Payments, Dividend Mandates, IMPS etc. Escrow Business Spot opportunities in the market, along with the relationship team, to target companies, industries and sectors and sell suitable product offering for them Interaction with potential customers to understand the technical requirement for system integration for TBG products / services i.e. CMS with focus on Commercial Bank clients. Structuring the transaction, won the mandate and assist the team in formulating transaction pricing to ensure revenue commensurate with risks and administrative efforts Train & enable Branch Banking Teams to sell the Cash Management Products Give demonstration of our system to branches & prospective clients. Assist the Relationship manager/Branches to close a deals Ensure desired penetration of the product in the market by the relationship team by providing marketing support, visibility campaigns and brand presence Liaise with operations team to ensure seamless deal execution and ongoing administration Personal Must be a self-starter Must be sales oriented Must be market savvy, with good networking skills Must be proactive and with high energy levels Must be analytical, practical and have aptitude for trouble-shooting. Must have excellent interpersonal skills, be tenacious, detail-oriented, tough minded when needed, but diplomatic. With Banking / Finance industry Preferably an Engineer with a MBA. 2-4 years of post MBA experience in selling Cash Management products Professional Must have able to settle in an environment requiring entrepreneurial/ building skills Keen interest to sales, structuring and implement deals Must be capable of working with a team High attention to detail and accuracy with the ability to work under pressure to meet tight deadlines Excellent communication, negotiation, and planning skills

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Service Officer Branch Banking KRAs Cash Management Cash/Non-cash transactional activities Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Maintaining speed and accuracy of transactional processes. Sensation of the use of other business opportunities. Providing a high-quality experience that will encourage customer loyalty and good word-ofmouth Desired Candidate Profile Meticulous & has an Eye for detail Well groomed, presentable with excellent communication skills. Should have a desire to know and understand financial terminology. Likewise, should be comfortable handling cash. Computer proficiency a must Educational Qualification Graduate Experience of 1-2 years , Freshers can apply

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction 3 to 4 years work experience, At least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

Team Leader Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio. Collaborating with fulfilment teams to ensure best in class conversion ratios. Ensure availability of trained manpower to maintain production at 100% capacity. Meet cost to income ratios as determined by Score card. Adherence to Standards of Performance. Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements: Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees. People management skill essential. Experience in working in a tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA. Good listening skills and strong communication abilities. Team Player. VRM Officer To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets. This skill will also do sales with assigned customer based mapped to them. Measure of outcomes NPS, Service Level, Service Quality and Sales. Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target). Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process. Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements: Should be a least graduate. No western line candidates to be scheduled, kindly hunt profiles residing near to Thane. Should not have employment gap for more than a month. Should have at least completed a year in current org. Better soft skills conversational skills and English versant scores 7+. Flexible to work on rotational week offs.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Must have had Sales experience and exposure, preferably of Liabilities products Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centres & verticals for new product development, service enhancements and sales initiatives.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Understand customer requirements & train the customers on usage of Cash Management Platform Interaction with existing CMS customers to understand the technical requirement for system integration for TBG products/services Support Consumer & Commercial Bank customers for modification/service related queries. Help channels in giving demonstration of our system to existing as well as prospective clients. Monitor, push & ensure the productivity of other activation channels Interact with Implementation team, setup team & operations to ensure customer is served as per agreed TAT Understand specific MIS requirement of the customers and arrange to deliver reports accordingly. Prepare the MIS & MIS analysis on assigned customer portfolio Increase product penetration & work on customer feedbacks

SERVICE DELIVERY OFFICER (SDO) KRAs: Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. Regular generation of leads for NTB customer and cross sell. The SDO will act as a backup to the SO. Non-transaction related servicing at the Branch Audit,Reconciliation of Branch Accounts Customer query resolution Should have a desire to know and understand financial terminology Cross selling of financial products Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth. EXPERIENCE, QUALIFICATIONS & QUALITIES: Atleast 3 years in branch banking operations. Post-graduate or graduate with appropriate experience. Primary motivation customer service through querry resolution A senior teller or branch operations person. TARGET COMPANIES:HDFC Bank, ICICI Bank, IDBI Bank, UTI Bank AGE: 23-25 years OTHERS: Reporting toSM THE ROLE (bold): Customer service at the Branch, customer retention