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Kotak Mahindra Bank | Relationship Officer | @ Career Empower

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 Kotak Mahindra Bank | Relationship Officer |

Job Description

Job Designation: Relationship Officer - (RO)
Job Grade: Deputy Manager M2 Job Locations: Mumbai, Navi Mumbai & Thane (All Over Mumbai: South, West & Central) This is permanent job on roles of the Kotak Mahindra Bank Ltd. with fixed salary + high incentives.
Be part of fastest growing digital sales channel in financial services industry.


Must be Experience:
  • Candidate must have at least 2 to 6 years experience into sales with Banking or BFSI sectors only.
  • Must have experience direct sales in Retails Liabilities products wealth/portfolio management, financial planning or investment advisory with the following products i.e. CASA, Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.
  • Must be Presentable with Good communication skills.
  • Male / Female both can apply between 22-30 years only of age.

Key responsibilities:
  • This position is primarily responsible for developing and maintaining banking relationships with a select group of Individual & high net worth customers by providing them exceptional individualized customer service, thereby achieving targeted growth and service norms.
  • This job will includes direct generate leads and involve field work also.

Job Description:
  • Acquisition & Deepening of Saving & Current Account (CASA) for the branch.
  • As part of sales job, incumbent is required to do field work.
  • Responsible for NTB acquisition of customers.
  • Speed and efficiency in services rendered.
  • Going beyond the professional need of the customer by providing other products. Enhancement of customer value
  • Cross-sale of retail liabilities asset products
  • Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
  • Ensure customer delight and consistent service experience, including timely resolution of customers.
  • Complete the logs specified by the process (End-of-Day)
  • Adherence to Information Security norms & quality process norms.
  • Should be able to establish rapport quickly with peers, managers & customers.
  • Generating revenue through third party (Retails liabilities & Assets products).
  • Assess local market and identify current and prospective opportunities.
  • Adhering to high ethical standards and comply with applicable regulations.
  • Relationship Management with the Channels and Franchise for business development.
  • Relationship Management with the Branch Employees and Manager of the bank at partner branches to increase the revenue.
  • Key customer calls (Private Banking customers).
  • Objection handling and aiding sales process carried out by branch.

Job Locations: Mumbai, Navi Mumbai & Thane (All Over Mumbai - South, West & Central)
Salary Package:
Annual CTC of Rs.3.00 to 5.50 Lac per annum plus Variable & Performance Based High Incentives. Eligibility/Experience Criteria:
  • Candidate must have at least 2 to 6 years experience into sales with Banking or BFSI sectors only.
  • Must have experience direct sales in Retails Liabilities products wealth/portfolio management, financial planning or investment advisory with the following products i.e. CASA, Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.
  • Must be Presentable with Good communication skills.
  • Male / Female both can apply between 22-30 years only of age.

Education Qualification:
  • Minimum Graduate any stream with AMFI / IRDA Or
  • Post Graduate (MBA - Marketing / Finance) or any stream with AMFI / IRDA.

=> Note: Interested candidates need to apply on same or Send / forward CV's/Resumes at : hr**************r@gm**l.com | And write in the subject line "Kotak-RO-884" we will revert back. For Any kind of assistance or query call us:
Between 10.00 am to 5.00 pm only (Do not call beyond the timings) Mobile Number +91-9643853***


Perks and Benefits

Plus PF, Gratuity, Mediclaim & Insurance Cover, Annual Bonus + LTA upto Rs.4000/- PM.

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Full time

Education

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

Contact Details:

Company: Career Empower
Location(s): Mumbai

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Keyskills:   customer relationship digital sales channel sales customer service business development retail branch banking marketing retail liabilities relationship management client acquisition portfolio management mutual funds wealth management direct sales

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₹ 3,00,000 - 5,50,000 P.A

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