Relationship Officer-Branch Banking-Branch Banking

Kotak Life Insurance; Hyderabad; On-site; INR 320,000 - 520,000; Full time

Job summary

Kotak Life Insurance in Hyderabad seeks a dedicated professional to blend customer service with proactive sales of banking and investment products. You will manage account openings, grievances, and product features while delivering quick, accurate service.

The role emphasizes achieving sales targets, upselling liability and asset products, and expanding customer value through referrals and collaboration with relationship managers.

Qualifications

• Proven ability to handle customer service tasks in a banking/financial setting.
• Ability to drive sales while maintaining service quality.
• Understanding of banking products and 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 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.

Skills

Customer service

Sales orientation

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.