Relationship Officer-BRANCH BANKING-Relationship Management

Published date: 2026/11/09
  • Location: Ludhiana, Punjab, India
JOB Role-

· Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.

· Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements

· Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team

· Maintaining Avg Quarterly Balance

· Conducts regular promotional and customer events to generate leads

· Cross selling of MF, Gold, Insurance and asset products.

Job Requirement-

· Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred)

· Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation.

· Should be well groomed and presentable with ambassadorship qualities.
Company Name: Kotak Mahindra

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