· Have good awareness of Corporates with entry point links in those corporates.
· Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.
· Cross sells bank products to existing set of Corp Sal customers which are mapped.
· 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