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State Relationship Manager _Digital Banking Kotak 811_0434_1419_1083395

Kotak Securities Ltd

3 - 5 years

Mumbai

Posted:4 days ago

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Job Description

JD for State Relationship Manager

Key Deliverables

  • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
  • Sources new bank customers through external individual efforts and acquisition channel.
  • Cross sells bank products to existing set of Branch customers which are mapped.
  • Informs customers of new products or product enhancements to further 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

  • Graduate - 3 -5 years of experience
  • Post Graduate - 2 -3 years of experience
  • Customer orientation
  • High energy and drive AMFI / IRDA certified is preferred

Skills Required

Banking Sourcing Sales Initiatives Customer Complaints Customer Satisfaction Post Graduate

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Kotak Securities Ltd

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