Relationship Manager |
COMPANY NAME | KOTAK BANK Limited |
SALARY | |
POST DATE DESIGNATION | APR-2024 |
POST |
|
JOB ROLE | SALES |
JOB LOCATION | KOLKATA |
CONTRACT TYPE | Permanent |
MIN. QUALIFICATION | Graduated |
EXTRA SKILL | Sales |
REQUIRED KNOWLEDGE | Good at communication and confident |
WORK EXPRIENCE | 0-2 years |
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Primary Responsibilities:
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers
- · Sources new bank customers through external individual efforts and acquisition channel
- · Ensures high levels of customer service orientation and application of bank policy
- · Cross sells bank products to existing set of Customers
- · Informs customers of new products or product enhancements to further expand the banking relationship
- · Plans and conducts special sales initiatives and events for prospective and existing clients
- · Coordinates with other group companies to provide seamless access to other products
- · Maintains complete relationship record for assigned customer accounts
Additional Responsibilities:
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
- · MIS generation
- · Graduate – 4 -6 years of experience AMFI / IRDA
- · Post Graduate – 2 -4 years of experience AMFI / IRDA
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