Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE

Kotak Mahindra Bank; Thane; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A prominent banking institution in Maharashtra is seeking candidates for a role focused on customer engagement and relationship management within the mapped customer base. Responsibilities include cross-selling banking and investment products, ensuring customer retention, and working closely with various teams for efficient business conversion. Ideal for candidates with strong interpersonal skills and a drive for achieving sales targets.

Responsibilities

• Engage with customers through meetings, video calls, and tele calls.
• Cross-sell a range of banking and investment products.
• Deepen relationships with mapped customers.
• Convert leads from VRM and CEC.
• Collaborate with teams for business conversion.

Job description

Responsibilities

1. Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 branches with approx. 1000 to 1500 customers will be mapped )
2. Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book
3. Deepening of CA SA and TD mapped relationships.
4. Meeting and conversion on leads from VRM and CEC.
5. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business.
6. Ensuring customer stickiness and category upgrade.
7. Acquisition, X-sell of business & Service activations to existing customers
8. Explain all the Facilities of the Bank in Form of Demonstration both online / offline
9. Enroll the customer for the services which would be useful for him
10. Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance.
11. Speed and efficiency of service given
12. Sales targets for banks and investment products.
13. Customer acquisition from Family Household & referrals.
14. Have higher NPs scores