Dear Aspirant,
Greetings from Kotak Mahindra Bank
We have Urgent openings for Relationship Officer for Mumbai location.
Designation: Relationship Officer
Grade: M2 - Deputy Manager
CTC Offered- Upto 4.25 lac
Job Profile
- Developing new and expanding existing High Net worth Customer(HNI) relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross-sells bank products to the existing set of Branch customers which are mapped.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Maintains complete relationship record for assigned customer accounts.
- Responsible for NTB acquisition of customers.
- Responsible for successfully contacting 20 customers per day.
- Responsible for meeting 4 customers/ prospects per day.
- Responsible for 2 product sales (CASA, TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc.) per day.
Job Requirement :
- Should have direct sales experience & orientation.
- Portfolio Management.
- Customer retention.
- Cost efficiency through the process.
- Immense interest in developing a relationship with the customers.
- Minimum work exp.- 2 year
- Maximum Age - 30 yrs
Eligibility:
- Must be a graduate
- Must have Fair English communication skills
- Must have a minimum of 2 yrs of experience in Sales- Must have Field Sales Exposure and willing to hunt in the open market
Preferred candidate From Banking, Insurance, Stockbroking, NBFC only
If you wish to apply for this job position, please share your updated CV to "swapnil.ghayal@kotak.com"
Note: Please mention the following in the subject line as '"CV"_"Position Name" -"Location"
Regards,
Sana
Kotak Mahindra Bank,
Human Resource team.
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