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

811 Digital Sales - Regional sales is seeking a Relationship Officer to engage with high-net-worth customers, enhance existing relationships, and cross-sell bank products. The role involves building customer loyalty, increasing portfolio, and maintaining service quality. It's a focused position on acquiring, evolving, and strengthening customer relationships.

Requirements

• Engaging with customers to enrich relationships and gain higher wallet shares.
• Increasing book and investment AUM portfolio.
• Developing and maintaining banking relationships with high net worth customers.
• Plan and organize lead generation and sales initiatives.
• Cross-selling products like Demat, Trading, Credit Cards/FD/RD, and Loans.
• Ensuring quality of services and customer satisfaction.
• Tracking customer complaints and improving NPS.