Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking
Kotak Mahindra Bank
5 - 10 years
Mumbai
Posted: 3/18/2025
Job Description
Branch RM-BD
The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities include managing customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds.
KRAs:
Acquire new customer base for new branch
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.
THE ROLE (bold):
REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS
Same Posting Description for Internal and External Candidates
Same Posting Description for Internal and External Candidates
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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