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Relationship Officer - Branch Banking

Relationship Officer - Branch Banking

Kotak Life Insurance

1 - 4 years

2 - 3 Lacs

Mumbai

Posted:2 weeks ago| Platform:

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Skills Required

hni account opening dmat selling branch banking customer service business development branch banking operations cross selling customer retention sales customer acquisition investment products branch operations relationship management acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB ROLE

Handle customer service requirements like account opening, DMAT account
opening, grievances, liability product selling, liability on product features, Cheque book insurance
Speed and efficiency of service givenSales targets for banks and investment products
Going beyond the professional need of the customer by providing other products
Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals

JOB REQUIREMENT

Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skewThorough understanding of banking
Customer Retention
Cost Efficiency Through Process

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