Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales

About the role

811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.

What you'll do

• Engaging with customers to enrich the relationships and garner higher wallet share of the customers
• Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients
• Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more

What you need

• Sales
• Cross-selling
• Mutual funds
• Customer service
• Insurance
• Compliance
• MBA