Job Description

(DESIGNATION)

Transaction Banking Group ROCE ( Relationship Officer - Customer Engagement)


Location Hyderabad


Number of Positions 12


Reporting Relationships RCEM ( Regional Customer Engagement Manager )


Position Grade M2


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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

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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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Application:







If you wish to apply for this job position, please fill your details in the •Kotak Fast Track A• pplication Form and mail to smitha.nair@kotak.com



Please mention the following in the subject line as ' "Position Name" -" Your Name" - " Your Current Business group "