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):
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
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