Kotak 811 Digital Sales RM vertical is specializes in expanding/upgrading and developing High net worth customer relationship by doing portfolio Management through individual efforts. Cross sell bank products to existing customer mapped and inform customers of recent products or product enhancements to further expand the banking relationship. Ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)

Job Role:
Engaging with mapped customers to enrich the relationships and garner higher wallet share of the customers
Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
Cross - selling and Maintains complete relationship record for assigned customer accounts.
Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
Build a Loan Portfolio : Personal, Auto,Two-wheeler, Gold, Home, LAP, LAS and more
Third Party Products :



Insurance such as General and Life,etc, Mutual Funds
Other banking products as per customer's need
Prioritizing 360 customer engagement
Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Requirements
Post-graduate or graduate.
Minimum 2yrs experience in insurance sales (Direct Channel)/Casa sales open Market
AMFI & IRDA Certification an added advantage for customer orientation
Excellent Interpersonal skills - Written and oral.
Positive interpersonal and sales skills with solid people and time management.
Minimum 2yrs experience in insurance sales (Direct Channel)
Hardcore sales mentality. Primary motivation from achievement of targets.
A hunter by orientation.
Should be well groomed and presentable with ambassadorship qualities.

📌 Relationship Manager 811 Mumbai (India)
🏢 Important Group
📍 India