Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Bengaluru; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kotak Life Insurance in Bengaluru seeks an Elite Relationship Manager to build and expand relationships with high net worth clients, handling liabilities and commercial assets. You will cross-sell bank products, inform customers about new offerings, and drive targeted sales events while maintaining robust relationship records.

Ideal candidates have 6–8 years of graduate experience or 4–6 years post-graduate experience, with strong knowledge of trade, forex, CA, and commercial assets and a

Qualifications

• Must develop and maintain banking relationships with a select group of high net worth customers.
• Strong understanding of Trade and Forex & CA.
• Strong understanding of Commercial Assets like CC, OD, TL, Export Finance, etc.
• Knowledge of MF and Insurance is an added advantage.
• Customer orientation and energy to succeed.

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

HNW Relationships

Trade & Forex

CA Knowledge

Commercial Assets

Customer Orientation

High Energy

Education

Graduate degree

Postgraduate degree

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