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Kotak Mahindra Bank
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Relationship Officer-811-Digital Banking Kotak 811-Sales

Relationship Officer-811-Digital Banking Kotak 811-Sales

Kotak Mahindra Bank

2 - 3 years

4 Lacs

kota

Posted:9 hours ago| Platform:

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Skills Required

loans interpersonal skills irda time management finance customer service customer engagement banking products service quality financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are seeking a talented and customer-centric Relationship Officer to join our Digital Banking team. In this role, you will be responsible for enriching customer relationships, acquiring new customers, and cross-selling a range of banking products to meet their financial needs. Your primary goal is to deepen customer engagement and increase the banks wallet share, ensuring a 360-degree approach to customer satisfaction.

Bachelors degree in Business, Finance, or a related field.
2-3 years of experience in a customer-facing role, preferably in banking or financial services.
Excellent communication and interpersonal skills, with a customer-centric approach.
Strong sales and negotiation skills, with a proven track record of meeting targets.
Ability to build rapport and establish long-term customer relationships.
Proficiency in using digital banking platforms and tools.
Knowledge of banking products and services, including loans, investments, and insurance.
Analytical skills to understand customer needs and provide tailored solutions.
Ability to work independently and as part of a team, with a results-driven mindset.

Engage with customers to understand their financial needs and provide personalized solutions.
Increase the 811 book portfolio by acquiring new customers and enhancing existing relationships.
Develop and maintain strong relationships with high net worth customers, offering tailored services.
Plan and execute sales initiatives, lead generation activities, and events to attract prospective clients.
Cross-sell a range of banking products, including Demat, trading, credit cards, loans, insurance, and mutual funds.
Prioritize 360-degree customer engagement and ensure a high level of service quality.
Track and resolve customer complaints and queries promptly, aiming for excellent NPS scores.
Ensure compliance with account opening procedures and maintain high standards of customer service.
Collaborate with the team to achieve sales targets and contribute to the overall growth of the bank.
MBA/Graduate
AMFIMBA/Graduate
AMFI & IRDA Certification an added advantage for customer orientation
Excellent Interpersonal skills Written and oral.
Good interpersonal and sales skills with strong people and time management.
Customer centric

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Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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Relationship Officer-811-Digital Banking Kotak 811-Sales