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Sales Co-ordinator-Agri Business Group (ABG)-Marketing Branches Operations

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Hyderabad, +1

AI generated summary

  • You should be a graduate with 1-3 years of total experience, including at least 1 year in financial services or banks, with a strong blend of service and sales orientation.
  • You will handle customer service, process account openings, meet sales targets, provide product advice, manage grievances, and facilitate cross-sales while supporting relationship managers and acquiring new clients.

Requirements

  • Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
  • Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
  • Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Responsibilities

  • To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
  • Quality of advice given to customers as determined by customers and supervisor.
  • Speed and efficiency of service given.
  • Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
  • Cross-sale of assets products.
  • Back-up to relationship managers holding HNI relationships.
  • Ensure low attrition ratios.
  • Customer acquisition through referrals from existing customers.

FAQs

What are the primary responsibilities of a Sales Co-ordinator in the Agri Business Group?

The primary responsibilities include handling customer service requirements, account opening, managing grievances, selling liability products, educating customers on product features, issuing cheque books, and achieving sales targets for bank and investment products.

What qualifications are required for this position?

Candidates should be graduates with 1-3 years of total experience, including at least 1 year in financial services or banking.

Is prior experience in financial services necessary for this role?

Yes, relevant experience in financial services or banks is essential, and experienced customer service candidates with a sales orientation from companies like MFund or securities houses can also be considered.

What skills are important for a Sales Co-ordinator in this role?

An equal blend of service and sales orientation is important, though a stronger emphasis on sales orientation is acceptable if service orientation is not as strong.

How is customer satisfaction measured in this role?

Customer satisfaction is measured through the quality of advice provided, as determined by customers and supervisors, as well as the speed and efficiency of the service given.

Are there any targets associated with this position?

Yes, there are sales targets for bank and investment products, including cross-selling of asset products and enhancing customer value.

How is customer acquisition achieved in this role?

Customer acquisition is achieved primarily through referrals from existing customers and maintaining low attrition ratios.

Is this role focused more on service or sales?

The role requires an equal blend of service and sales orientation; however, a stronger focus on sales is acceptable if service orientation is less developed.

Will the Sales Co-ordinator support relationship managers?

Yes, the Sales Co-ordinator will serve as a back-up to relationship managers handling high-net-worth individual (HNI) relationships.

Are training and education on product features provided?

Yes, the role involves educating customers on product features as part of the service requirements.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.