Job description/responsibilities

Job description

Do KYC for 811 Digital Account through field visit, 100 % leads will be provide by the bank & cross selling have to do along with that.
Handle Investment and Insurance requirements of clients.
Informs customers of new products or product enhancements to further expand the banking relationship.

Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products.
Goes beyond the professional need of the customer by providing other products - enhancement of customer value.
Maintains complete relationship record for assigned customer accounts.
Penetration of group/family account of the existing mapped base.
Tracks customer complaints/queries and turnaround times for customer satisfaction.

Plans and conducts special sales initiatives and events for prospective and existing corporate.
Must have general awareness of Banking (RBI & finance ministry).
Job Requirement :

Good Communication & Presentation Skills required since he will be focusing on core corporate for Digital Banking.
Candidate must have sound knowledge about banking and finance industry.
Must have own 2 wheeler conveyance( Mandatory with valid documents).
Freshers are welcome, experience in field sales would be added advantage.
Maximum Age Limit- 28 yrs

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