CEC-Relationship Officer Customer Engagement (ROCE)-BRANCH BANKING-RO-CE

☞ Kotak Mahindra

Ver: 102

Día de actualización: 06-05-2024

Ubicación: Kolkata West Bengal

Categoría: Finanzas / Banco / Acciones Ventas

Industria: Financial Services

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Contenido de trabajo

Job Role

Ø Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers. Ø Sources new bank customers through Lead generation model and responsible for conversion from external field support Ø Ensures high levels of customer service orientation and application of bank policy. Ø Cross sells bank products to existing set of customers. Ø Informs customers of new products or product enhancements to further expand the banking relationship. Ø Plans and conducts special sales initiatives prospective and existing clients through different Product Managers Ø Coordinates with other group companies to provide seamless access to other products. Ø Maintains complete relationship record for assigned customer accounts.

Job Description

Ø Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Ø Certified in AMFI/IRDA Ø Excellent communication skills – Verbal & Written Ø Flair for Sales Ø Flexible to get scattered 8 Week Offs in a month with 9hours shift Ø Good listening skills and strong communication abilities. Ø attitude & works with integrity Ø Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers



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Plazo: 20-06-2024

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