Description(DESIGNATION)
Transaction Banking Group | ROCE Relationship Officer Customer Engagement) |
Location | Hyderabad |
Number of Positions | 12 |
Reporting Relationships | RCEM Regional Customer Engagement Manager |
Position Grade | M2 |
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- Customer Engagement (meeting Video call Tele call) and Relationship Management on the mapped C Cat book of the branch. C category book of 23 brancheswith approx. 1000 to 1500 customers will be mapped
- Cross sell of Asset HL LAP CLPL 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 Xsell 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
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- Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
- Must be energetic confident and gogetter
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If you wish to apply for this job position please fill your details in the Kotak Fast Track Application Form and mail to
Please mention the following in the subject line as Position NameYour Name Your Current Business group
Required Experience:
Manager