Relationship Officer - 811 Digital Sales - Digital Banking Kotak 811-Regional sales
Kotak Securities Limited (company site, opens in a new tab)Delhi NCROn-siteDirect career pageEst. 5–12 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About 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.