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Urgent Requirement Relationship Officer @ Seven N Half

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 Urgent Requirement Relationship Officer

Job Description

We are conducting Telephonic Interview through WHTSAPP Video Calling, on spot selection and offer.

Job Location: Lower Parel, Prabhadevi, Worli, Mumbai Central, Mahalaxmi, Dadar, Chembur, Sion, Thane, Ghatkopar, Mulund, BKC, Santacruz, Andheri, Jacob Circle, Mahalaxmi, etc.

  • Job Role: Relationship Officer (CASA Portfolio Management + Acquisition)
  • Grade: Deputy Manager
  • Package: 5.50 LPA + Excellent Incentive + Conveyance + Other Benefits as per Bank's norm. (CTC would not be a constraint for the right candidate)

Key Responsibilities:
  • Portfolio Management + Acquisition
  • To handle existing Kotak Mahindra Bank customer portfolio (book-size) and customer acquisition through referrals from existing customers.
  • Responsible to handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
  • Advice customers on various banking and financial products and services offered by the bank.
  • Engage with an assigned portfolio of bank customers
  • Achieve sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products.
  • Responsible to cross-sell other bank products introduced and meeting business objectives
  • Adhering to all Policies and terms.
  • Act as a back-up to relationship managers holding HNI relationships.
  • Ensure low attrition ratios.

Job Requirements: (Candidate Profile / Experience / Education Qualification):
  • Graduates with relevant experience of atleast 1 year in BFSI or NBFC
  • Should be proficient in English
  • Equal blend of service and sales orientation.
  • Must have Fair English communication skills

  • Mandatory Sales experience from BANKING /Financial Services


Note:
  • Candidate applied before 6 months can also re-apply.
  • Ex-Kotak Employee can also apply for this role.
  • Out of Job candidates can also apply for this role
  • We are ALSO looking for IMMEDIATE JOINERS.

Interested candidates can apply on Naukri.com or may also share their CV's on "an**t@se*******f.com" with relevant experience.


Perks and Benefits

PF + Gratuity + Attractive Incentives + Conveyance + Mediclaim + Insurance Cover (As per Bank's Policy)

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Life Insurance/Financial Services
Role: Life Insurance/Financial Services
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Doctorate Not Required

Contact Details:

Company: Seven N Half
Location(s): Mumbai

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Keyskills:   insurance casa Portfolio Management Advisor business development sales sales executive field sales relationship officer bancassurance sales relationship management mutual funds sales sales officer personal banker sales direct sales

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₹ 4,50,000 - 5,50,000 P.A

Seven N Half

An Executive Search Firm