This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role- . Have good awareness of Corporates with entry point links in those corporates. . Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. . Cross sells bank products to existing set of Corp Sal customers which are mapped. . Handle Investment and Insurance requirements of clients . Informs customers of new products or product enhancements to further expand the banking relationship. . Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. . Goes beyond the professional need of the customer by providing other products - enhancement of customer value .



Maintains complete relationship record for assigned customer accounts. . Penetration of group/family account of the existing mapped base. . Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- . Valuable communication and presentation skills. . Willing to travel extensively within the city limits. . Two- wheeler and an android phone is must. . Liability Sales experience or KYC knowledge is an added advantage. . Graduate with Minimum 0-2 Yrs. of experience.

📌 Premier Acquisition Manager - Business Banking-RL Sales-Sales (India)
🏢 Kotak Securities
📍 India