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Branch Relationship Manager/ Relationship Officer - NBFC Full-time Job

1 year ago NBFC Vadodara   203 views
Job Details

Job description

Note : Candidtes from Banking/ NBFC and Insurance will be preferred

Job Profile:

- Originates/ develops new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Kotak Mahindra product offering.

- Sources new bank customers through external individual efforts and acquisition channel.

- Develops data base for lead generation, identifies market segments, strategize with acquisition channel.

- Ensures high levels of customer service orientation and application of bank policy in external staff.

- Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the banks products and services and seek customer deposits.

- Builds long term personal relationship with clients through relationship calling efforts and social interaction.

- Cross sells existing bank products to customers.

- Informs customers of new products or product enhancements to further expand the banking relationship.

- Plans and conducts special sales initiatives and events for prospective and existing clients.

- Coordinates with other group companies to provide Bank customers with seamless access to other group products.

- Records and responds to customers complaints, questions, problems.

- Ensures fast and quality turn-around time for responses.

- MIS generation, maintains records for all acquisition figures and account upgradations.

- Maintains complete relationship record for assigned customer accounts.

- Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

Note :

Graduate - 2 -6 years of experience AMFI / IRDA

Post Graduate - 2 -6 years of experience AMFI / IRDA.

Employment Type : Permanent Job, Full Time.

Company Description
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