6.0 - 11.0 years

10 - 15 Lacs

Gurugram

Work from Office

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with the Bank Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to NRI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

Posted 1 week ago

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Relationship Officer - Digital Banking - Sales Kotak Life Insurance

0.0 - 2.0 years

2 - 5 Lacs

Gurugram

Work from Office

Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- - Have good awareness of Corporates with entry point links in those corporates. - Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. - 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 awareness to our group company employees for our KOTAKJIFI 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 Job Requirement- - Good communication and presentation skills. - Willing to travel extensively within the city limits. - Two- wheeler and an android phone is must. - Liability Sales experience or KYC knowledge is an added advantage. - Graduate with Minimum 0-2 Yrs. of experience.

Posted 1 month ago

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