Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Amritsar; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Kotak Life Insurance (Elite Relationship Manager) in Amritsar, India, seeks a driven professional to develop and expand relationships with high net worth customers. You will manage liabilities and commercial assets while ensuring exceptional service and adherence to bank policies.

Ideal candidates will have strong knowledge of Trade and Forex, commercial assets, and an understanding of mutual funds and insurance.

Qualifications

• High net worth relationship management and client servicing.
• Trade and Forex and CA understanding.
• Knowledge of commercial assets like CC, OD, TL, Export Finance.

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

Relationship management

Customer service

Trade & Forex

Commercial assets

Sales & cross-selling

Product knowledge

Education

Graduate

Post Graduate

Job description

About The Role

Elite Relationship Manager

KRAs

• 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

Desired Candidate Profile

• 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 levels with a motive to succeed
• Graduate 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• AgeUp-to 35 Years