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Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales

Kotak Mahindra Bank Limited


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0-2 Years
6 months ago
47 Viewed
12 Applied

Job Description

Description for Internal Candidates
Business Description
811 Digital Sales ROvertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.

We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)
Job Role:

Engaging with customers to enrich the relationshipsand garner higher wallet share of the customers
Increase the 811 book and Investment AUM portfolio by means ofAcquiring, Enhancing, Deepening and Retention.
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
Cross - selling

Balance Builder products : Demat,Trading,Credit Cards/FD/RD
Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
Third Party Products : Insurance such as General and Life,etc, Mutual Funds
Other banking products as per customer's need

Prioritizing 360 customer engagement
Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Job Requirements:

AMFI & IRDA Certification an added advantage for customer orientation
Excellent Interpersonal skills - Written and oral.
Good interpersonal and sales skills with strong people and time management.


Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.


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Last Updated: 18-06-2024 06:41:59 AM
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