Relationship Manager Customer Engagement (RMCE)-BRANCH BANKING-RO-CE
Kotak Mahindra Bank
4 - 6 years
Delhi
Posted: 3/18/2025
Job Description
CEC-Relationship Officer Customer Engagement (ROCE)-BRANCH BANKING-RO-CE
JOB DESCRIPTION
Job Role
Ø Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers.
Ø Sources new bank customers through Lead generation model and responsible for conversion from external field support
Ø Ensures high levels of customer service orientation and application of bank policy. Ø Cross sells bank products to existing set of customers.
Ø Informs customers of new products or product enhancements to further expand the banking relationship.
Ø Plans and conducts special sales initiatives prospective and existing clients through different Product Managers
Ø Coordinates with other group companies to provide seamless access to other products. Ø Maintains complete relationship record for assigned customer accounts.
Job Description
Ø Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience Ø Certified in AMFI/IRDA
Ø Excellent communication skills – Verbal & Written
Ø Flair for Sales Ø Flexible to get scattered 8 Week Offs in a month with 9hours shift
Ø Good listening skills and strong communication abilities.
Ø attitude & works with integrity
Ø Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers
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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