Relationship Officer - Business Banking-BRANCH BANKING-Branch Banking

Relationship Officer - Business Banking-BRANCH BANKING-Branch Banking

Kotak Mahindra Bank Limited
Not Specified
Not Specified

Job Description


  • Originates/ develops new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Kotak Mahindra product offering.
  • Sources new bank customers through external individual efforts and acquisition channel.
  • Develops data base for lead generation, identifies market segments, strategize with acquisition channel.
  • Ensures high levels of customer service orientation and application of bank policy in external staff.
  • Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the bank's products and services and seek customer deposits.
  • Builds long term personal relationship with clients through relationship calling efforts and social interaction.
  • Cross sells existing bank products to customers.
  • Informs customers of new products or product enhancements to further expand the banking relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide Bank customers with seamless access to other group products.
  • Records and responds to customer's complaints, questions, problems.
  • Ensures fast and quality turn-around time for responses.
  • MIS generation, maintains records for all acquisition figures and account upgradations.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

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