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Relationship Officer- 811 Digital Accts.

2.00 to 6.00 Years   Bangalore, Chennai, Indore, Hyderabad   01 Aug, 2022
Job LocationBangalore, Chennai, Indore, Hyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,Were Hiring forRelationship Officer- 811 Digital Accts.Roles & Responsibilities :-The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak 811. As a part of the team the Relationship Officer will be responsible for:- 1. Managing a portfolio of 800-900 customers 2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value 3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans Basic Requirements: 1. Minimum 2-3 years of Sales Experience/ Key Account Management 2. Good Communication skills 3. Basic Excel knowledge and ability to perform non-complex data analysis 4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnextRegards,Team HR

Keyskills :
relationship managementsales

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