Relationship Officer- 811 Digital Sales- CA

Kotak Mahindra Bank

1 - 4 years

1 - 4 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

sales bfsi sales cross sales bfsi banking bank account opening banking products banking sales current account sales account opening ca sales digital account opening current account

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities-

100% open market and field job -Target driven.
Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc.
Work for Cross buy of financial product from mapped Book LI/GI/SIP/PL/FD from existing customer Portfolio, Work on the are mapped and achieve assigned target.
Cross-sells bank products to existing set of branch customer, which are mapped.
Informs customers of new products or product enhancements further to 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.

Desired Candidate Profile-

Good Communication Skill
Comfortable working in a full fledged sales profile / NTB Acquisition

Qualification, Experience & Age Criteria-

Graduation qualification in any stream
Applicants with 1 Year of experience currently working in Sales roles can apply
Bike is mandatory with Valid License - (License proof to be carried for the interview)
Age Criteria: Maximum 28 Years of age Customer orientation High energy levels with a motive to succeed

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