Relationship Officer -(160005XF)
- Cross sells bank products to existing set of Corp Sal customers which are mapped.
- Handle Investment and Insurance requirements of clients
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Coordinates with other group companies to provide seamless access to other products.
- Goes beyond the professional need of the customer by providing other products – enhancement of customer value
- Maintains complete relationship record for assigned customer accounts.
- Penetration of group/family account of the existing mapped base.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
- Plans and conducts special sales initiatives and events for prospective and existing corporate.
- Should have sales orientation
- Portfolio Management
- Customer retention
- Cost efficiency through process
- An immense interest in developing relationship with the customers
Graduate with AMFI & IRDA Certification
Primary Location: IN-IN-Trichy
Work Locations :
B-17, Ashwaryam Bldg, Thillai Nagar, Sasthiri Road,
Job Type :
Yes, 75 % of the Time
Job Posting :
09-Jun-2016, 1:55:47 PM
Source : https://kotakhrms.taleo.net/careersection/kotak+external+job+portal/jobdetail.ftl?job=129044