Job Description

This is an Internal document.


Job Title: Relationship Officer - 811 Digital Sales Grade: M1


Job Role-
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Have good awareness of Corporates with entry point links in those corporates.
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Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.
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Cross sells bank products to existing set of Corp Sal customers which are mapped.
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Handle Investment and Insurance requirements of clients
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Informs customers of new products or product enhancements to further expand the banking relationship.
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Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.
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Goes beyond the professional need of the customer by providing other products - enhancement of customer value
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Maintains complete relationship record for assigned customer accounts.
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Penetration of group/family account of the existing mapped base.
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Tracks customer complaints/queries and turnaround times for customer satisfaction


Job Requirement-
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Good communication and presentation skills.
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Willing to travel extensively within the city limits.
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Two- wheeler and an android phone is must.
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Liability Sales experience or KYC knowledge is an added advantage.
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Graduate with Minimum 0-2 Yrs. of experience.