Bank Name : Kotak Mahindra Bank
Job Title : Relationship Officer
Organization: Consumer Bank
Requisition ID: 16000GK1
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
Cost efficiency through process
An immense interest in developing relationship with the customers
Graduate with AMFI & IRDA Certification
About Us :
Our customers will enjoy the benefits of dealing with a global Indian brand that best understands their needs and delivers customized pragmatic solutions across multiple platforms.
We will be a world class Indian financial services group. Our technology and best practices will be bench-marked along international lines while our understanding of customers will be uniquely Indian.
We will be more than a repository of our customers' savings. We, the group, will be single window to every financial service in a customer's universe.
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R-SAT Exam (Recruitment Test)- To Get Short Listed ( 2015-2016) & 17 Freshers)