Relationship Manager Customer Engagement (rmce)-branch Banking-ro-ce @ Kotak Life Insurance

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Relationship Manager Customer Engagement (rmce)-branch Banking-ro-ce

Kotak Life Insurance
4 - 9 years
India
5 months ago
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Job Description

About The Role CEC-Relationship Officer Customer Engagement (ROCE)-BRANCH BANKING-RO-CE JOB DESCRIPTION Job Role

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers.

Sources new bank customers through Lead generation model and responsible for conversion from external field support

Ensures high levels of customer service orientation and application of bank policy.

Cross sells bank products to existing set of customers.

Informs customers of new products or product enhancements to further expand the banking relationship.

Plans and conducts special sales initiatives prospective and existing clients through different Product Managers

Coordinates with other group companies to provide seamless access to other products.

Maintains complete relationship record for assigned customer accounts.About The Role

Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience

Certified in AMFI/IRDA

Excellent communication skills Verbal & Written

Flair for Sales

Flexible to get scattered 8 Week Offs in a month with 9hours shift

Good listening skills and strong communication abilities.

attitude & works with integrity

Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: Sales & Business Development
Role Category: Enterprise & B2B Sales
Role: Branch Sales Executive
Employement Type: Full time

Contact Details:

Company: Kotak Life Insurance
Location(s): India

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Keyskills: amfi sales lead generation irda branch banking customer service orientation casa sales initiatives customer service business development cross selling branch management relationship management mf mutual funds wealth management finance

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

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Kotak Life Insurance

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse o...

Relationship Manager Customer Engagement (rmce)-branch Banking-ro-ce @ Kotak Life Insurance

Home > Enterprise & B2B Sales