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Relationship Officer- 811 Digital Accts.

3.00 to 4.00 Years   Nagpur   28 Aug, 2023
Acura Solutions
Job LocationNagpur
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak811. As a part of the team the Relationship Officer will be responsible for:-1. Managing a portfolio of 800-900 customers2. Engage with these customers (via digital medium and physical meetings) to increase theRelationship Value3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), InsuranceProducts ( Life and Non-Life), Credit Cards and LoansBasic Requirements:1. Minimum 2-3 years of Sales Experience/ Key Account Management2. Good Communication skills3. Basic Excel knowledge and ability to perform non-complex data analysis4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce,CRMnext

Keyskills :
casa salessourcing management

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