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Kotak Mahindra
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Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE

Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE

Kotak Mahindra

1 years

0 Lacs

Bengaluru

Posted:5 days ago| Platform: GlassDoor logo

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Skills Required

engagement reporting video management service efficiency finance

Work Mode

On-site

Job Type

Part Time

Job Description

(DESIGNATION)

Transaction Banking Group

ROCE ( Relationship Officer – Customer Engagement)

Location

Hyderabad

Reporting Relationships

RCEM ( Regional Customer Engagement Manager )

Position Grade

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 branches with 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

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