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Relationship Officer (Grade: Deputy Manager) - Kotak Mahindra Bank - Across Mumbai

Keywords / Skills : Relationship Officer, Sales officer, Sales executive, Relationship manager, Insurance, Mutual fund, Sales, Advisor, Equity, Demat, Securities, Broking, Trading, Third Party Products, Cross Selling, Investment, Client Servicing, Acquisition, Sourcing, Open Market

1 - 5 years
Posted: 2019-06-07

Job Description
Grade: Deputy Manager

Job Role: Relationship Officer

Job Role:
  • Managing, developing and expanding existing customers' base and cross-selling them banking products like Liabilities, Investment, Asset and TPP.
  • Sourcing, acquiring, onboarding customers from open-market and references through an individual effort.
  • Doing relevant number of client meeting on daily basis.
  • Sales targets for banks liability, investment, asset and third party products.
  • Going beyond the professional need of the customer by providing other products. Enhancement of customer value.
  • Retain clients by building relationship and growing portfolios
  • Back-up to relationship managers holding HNI relationship
  • Speed and efficiency of service given.
  • Enhancement of customer value


Job Requirements:
  • Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance
  • An immense interest in developing relationship with the customers
  • An excellent communications skills
  • Should have sales orientation
  • Customer Acquisition
  • Selling Skills
  • Customer retention
  • Cost efficiency through process


About Company

Seven N Half provides comprehensive range of HR services and solutions to its clients. Professionally trained and highly experienced duo of husband & wife, help their clients into hunting the right talent across the globe leading their boutique specialties of talent hunt solutions to global corporate. The Ideology - Connecting your business to correct partner To establish its presence nationwide in the filed of recruitment Seven N Half was formed in 2014. The idea is to bring various experiences on one desk clubbing them together and provide best practices in the recruitment fraternity. Seven N Half has now decided to spread its wings in the field of HRM solutions.
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