Job DescriptionThe 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:
Banking / Financial Services Role Category:
Sales / BD Functional Area:
Relationship Officer- 811 Digital Accts.