Relationship Manager Customer Engagement Job in Delhi at Kotak Mahindra

Kotak Mahindra is hiring for the role of Relationship Manager Customer Engagement!

Responsibilities of the Candidate:

• Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
• Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book 
• Deepening of CA SA and TD mapped relationships.
• Meeting and conversion on leads from VRM and CEC.
• Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
• Ensuring  customer stickiness and category upgrade. 
• Acquisition, X-sell of business & Service activations to existing customers 
• Explain all the Facilities of the Bank in Form of Demonstration both online / offline 
• Enroll the customer for the services which would be useful for him 
• Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. 
• Speed and efficiency of service given
• Sales targets for banks and investment products.
• Customer acquisition from Family Household & referrals.
• Have higher NPs scores 

Requirements:

• Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
• Must be energetic, confident and go-getter