Elite Relationship Manager - Branch Banking

Kotak Life Insurance; Morbi; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance seeks a relationship management professional to develop and expand high net worth client ties for liabilities and commercial assets. You will leverage expertise in trade/forex and commercial assets to drive cross-sell and premium service, while coordinating with group entities to enhance product access.

The role emphasizes strong customer orientation, a proactive mindset, and disciplined record-keeping to ensure swift resolutions and sustained growth in a dynamic market.

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers.
• Very good understanding of Trade and Forex CA.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance.
• Understanding of MF and Insurance an added advantage.
• Customer orientation, Go getter attitude.
• Self motivated with a passion to achieve.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• 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

Skills

Trade and Forex knowledge

Commercial assets understanding

Customer orientation

Sales drive

Self-motivation

Job description

Job role

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• 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

Job Requirements:

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Trade and Forex CA.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
• Understanding of MF and Insurance an added advantage Customer orientation,
• High energy and drive.
• Go getter attitude.
• Self motivated with a passion to achieve.