Relationship Officer-Branch Banking-Branch Banking

Kotak Life Insurance; Ajmer; On-site; INR 300,000 - 550,000; Full time

Job summary

Kotak Life Insurance in Ajmer seeks a dynamic professional blending service and sales to enhance customer experiences and achieve banking product targets.

The role focuses on account openings, grievances resolution, and cross-selling insurance and asset products, while supporting relationship managers and attracting new customers through referrals.

Qualifications

• Equal blend of service and sales orientation with a bias toward sales when needed.
• Thorough understanding of banking concepts and products.
• Focus on customer retention and cost efficiency through processes.

Responsibilities

• Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
• Speed and efficiency of service delivered to customers.
• Achieve sales targets for banks and investment products.
• Go beyond routine customer needs by offering other products.
• Enhance customer value through proactive service.
• Cross-sale of asset products.
• Back-up to relationship managers handling HNI relationships.
• Acquire customers through referrals.

Skills

Service orientation

Sales orientation

Customer service

Cross-selling

Banking knowledge

Job description

About The Role

JOB ROLE

• Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
• Speed and efficiency of service given.
• Sales targets for banks and investment products.
• Going beyond the professional need of the customer by providing other products.
• Enhancement of customer value.
• Cross-sale of asset products.
• Back-up to relationship managers holding HNI relationship.
• Customer acquisition through referrals.

JOB REQUIREMENT

• Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew.
• Thorough understanding of banking.
• Customer Retention.
• Cost Efficiency Through Process.