Relationship Officer- 811 Digital Accts.
- Acura Solutions
- 3 to 4 Yrs
- Mumbai
- 5 months ago
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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, CRMnextEmployement Category:
Employement Type: Full timeIndustry: 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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