State Relationship Manager-Digital Banking Kotak 811-Regional Sales at Hellenic Canadian Board of Trade in Mumbai, Maharashtra, India
- Company: Hellenic Canadian Board of Trade
- Location: Mumbai, Maharashtra, India
- Posted: Sep 23, 2026
- Type: Full-time
- Experience: 5+ years
Overview
JOB DESCRIPTION · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. · Sources new bank customers through external individual efforts and acquisition channel. · Cross sells bank products to existing set of Branch customers which are mapped.
Job description
- JOB DESCRIPTION
Responsibilities
- · Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- · Sources new bank customers through external individual efforts and acquisition channel.
- · Cross sells bank products to existing set of Branch customers which are mapped.
- · Informs customers of new products or product enhancements to further expand the banking relationship.
- · Plans and conducts special sales initiatives and events for prospective and existing clients.
- · Coordinates with other group companies to provide seamless access to other products.
- · Maintains complete relationship record for assigned customer accounts.
- · Tracks customer complaints/queries and turnaround times for customer satisfaction
Requirements
- · Graduate - 3 -5 years of experience
- · Post Graduate - 2 -3 years of experience
- · Customer orientation
- · High energy and drive
- AMFI / IRDA certified is preferred
Skills
Required
- Customer orientation
- High energy and drive
Preferred
- AMFI / IRDA certified