Kotak Mahindra Bank

Sky Phygital - Relationship Manager-Sky Channel-Phygital

Kotak Mahindra Bank  •  Bengaluru, IN (Onsite)  •  26 days ago
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Job Description

Sky Phygital - Relationship Manager

Job Role:

  1. 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 )
  2. 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
  3. Deepening of CA SA and TD mapped relationships.
  4. Meeting and conversion on leads from VRM and CEC.
  5. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
  6. Ensuring customer stickiness and category upgrade.
  7. Acquisition, X-sell of business & Service activations to existing customers
  8. Explain all the Facilities of the Bank in Form of Demonstration both online / offline
  9. Enroll the customer for the services which would be useful for him
  10. Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
  11. Speed and efficiency of service given
  12. Sales targets for banks and investment products.
  13. Customer acquisition from Family Household & referrals.
  14. Have higher NPs scores


Job Role

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

About Kotak Mahindra Bank

About Kotak Mahindra Group:

Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.

The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.

The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Mumbai, IN
Year Founded
1985
Website
kotak.com
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