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Relationship Manager Customer Engagement -Branch Banking-RO-CE

Relationship Manager Customer Engagement -Branch Banking-RO-CE

Kotak Life Insurance

1 - 5 years

2 - 5 Lacs

Mumbai

Posted:2 days ago| Platform:

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Skills Required

screening casa customer service business development branch banking operations investment products branch management sales transaction banking retail liabilities relationship management selling acquisition finance branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2
` Job Role:

Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped )

Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book

Deepening of CA SA and TD mapped relationships.

Meeting and conversion on leads from VRM and CEC.

Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.

Ensuring customer stickiness and category upgrade.

Acquisition, X-sell of business & Service activations to existing customers

Explain all the Facilities of the Bank in Form of Demonstration both online offline

Enroll the customer for the services which would be useful for him

Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.

Speed and efficiency of service given

Sales targets for banks and investment products.

Customer acquisition from Family Household & referrals.

Have higher NPs scores

Job Requirements:: Job Role

Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance

Must be energetic, confident and go-getter

Application:If you wish to apply for this job position, please fill your details in the Kotak Fast Track Application Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

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Relationship Manager Customer Engagement -Branch Banking-RO-CE