Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire, expand, upgrade, and develop high net worth retail customer relationships individually.
Increase 811 customer base and Investment AUM portfolio by acquiring, enhancing, deepening, and retaining clients.
Plan and execute lead generation activities, sales initiatives, and cross-sell various banking and third-party products including loans and insurance.
Minimum Requirements
MBA or Graduate degree mandatory.
Work Experience Required: Not explicitly mentioned in the JD.
AMFI and IRDA Certifications are advantageous but not mandatory.
Strong interpersonal, sales, and time management skills are required.
Ideal Candidate Profile
Experienced in managing and growing relationships with high net worth customers in retail banking or similar sectors.
Capable of independently planning and driving sales campaigns and lead generation activities.
Results-driven in cross-selling banking and financial products to maximize wallet share and customer retention.