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Relationship Officer- 811 Digital Accts. @ Acura Solutions

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 Relationship Officer- 811 Digital Accts.

Job Description

The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak 811. As a part of the team the Relationship Officer will be responsible for:- 1. Managing a portfolio of 800-900 customers 2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value 3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans Basic Requirements: 1. Minimum 2-3 years of Sales Experience/ Key Account Management 2. Good Communication skills 3. Basic Excel knowledge and ability to perform non-complex data analysis 4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Officer- 811 Digital Accts.

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Keyskills:   casa sales sourcing management relationship management

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₹ 1.0 - 4.0 Lakh/Yr

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Acura Solutions

Leading recruitment firm with forte in BFSI sector. Acura solutions is a recruitment firm that specialises in banking recruitments. We love recuitments, and we are looking for banking PROFFESIONALS and EX-PROFFESIONALS with a PASSION to be successful in life by working full time with us. We wil...