811-CEC-Relationship Manager-VRM-Digital Banking Kotak 811-VRM

Kotak Life Insurance; Thane; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Life Insurance is hiring for a relationship-focused role in Maharashtra. The candidate will manage high net worth client relationships for liabilities and expand family banking accounts while promoting remote banking channels and cross-selling bank products.

The ideal candidate has strong verbal and written communication, sales flair, and excellent listening skills, with 2 years of graduate experience or 1 year post‑graduate experience in BFSI tele-sales or RM roles.

Qualifications

• Tele-sales or relationship management experience in BFSI preferred.
• AMFI/IRDA certification is required.
• Excellent verbal and written communication skills.
• Strong sales orientation and listening abilities.

Responsibilities

• Develops and expands High Net Worth customer relationships for liabilities.
• Deepens relationships by sourcing family accounts.
• Cross-sells bank products and promotes remote banking channels.
• Communicates new products and enhancements to customers.
• Maintains complete relationship records for assigned accounts.
• Ensures high service levels to meet NPS targets.
• Collaborates with field sales to improve conversion and reduce cycle times.

Skills

Excellent communication

Verbal communication

Written communication

Sales flair

Listening skills

Job description

About The Role

• Develops and expands existing High Net worth Customer relationships for liabilities
• Deepens relationships sourcing family accounts
• Cross sells bank products & builds penetration for remote banking channels like net/mobile banking
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Maintains complete relationship record for assigned customer accounts.
• Ensures high levels of customer service orientation to meet benchmark NPS.
• Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios

About The Role

• Graduate with min 2 years, or Post Graduate with a min of one year of experience
• Experience in tele-sales or relationship management in BFSI preferred.
• Certified in AMFI/IRDA
• Excellent communication skills Verbal & Written
• Flair for Sales
• Good listening skills and strong communication abilities.