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Relationship Manager - credit Card - regional Sales

Manage customer onboarding and cross-sell banking products to increase revenue
Lucknow, Uttar Pradesh, India
Junior
19 hours agoBe an early applicant
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

Job Title

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.

Quality of advice given to customers as determined by customers and supervisor.

Speed and efficiency of service given.

Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.

Cross-sale of assets products.

Back-up to relationship managers holding HNI relationships.

Ensure low attrition ratios.

Customer acquisition through referrals from existing customers.

Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.

Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.

Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Job Identification: 224559

Job Category: KMBL

Degree Level: Bachelor's Degree

Job Schedule: Full time

Locations: Lucknow, Uttar Pradesh, IN

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Relationship Manager - credit Card - regional Sales
Lucknow, Uttar Pradesh, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.