Relationship Officer-811-Digital Banking Kotak 811-Sales

Kotak Life Insurance; India; On-site; INR 250,000 - 380,000; Full time

Job summary

Kotak Life Insurance is seeking a Relationship Officer for Digital Sales to engage with corporate clients and navigate entry points within corporates. The role emphasizes strong communication and presentation skills, cross-selling banking products, and addressing investment and insurance needs to grow the banking relationship across mapped accounts.

Travel within the city is required; a two-wheeler and an Android phone are mandatory, and a graduate with 0-2 years of experience is preferred.

Qualifications

• Good 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.

Responsibilities

• Build awareness of corporates with entry point links in those corporates.
• Communicate and present effectively to focus on core corporates for Digital Banking.
• Cross-sell bank products to mapped corporate banking clients.
• Handle client investment and insurance requirements.
• Inform customers of new products or enhancements to expand banking relationships.
• Coordinate with group companies to promote Kotak JIFI products.
• Provide additional products to enhance customer value.
• Maintain complete relationship records for assigned accounts.
• Penetrate group/family accounts of the mapped base.
• Track customer complaints/queries and turnaround times for satisfaction.

Skills

Communication skills

Presentation skills

Education

Graduate

Job description

About The Role

This is an Internal document.

Job TitleRelationship Officer - 811 Digital Sales GradeM1

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

• Good 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.