Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Dadri; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Life Insurance in Dadri, Uttar Pradesh invites an Elite Relationship Manager to expand and manage high net worth customer relationships, focusing on liabilities and commercial assets. The role requires proactive cross-selling and exemplary service aligned with bank policy.

The candidate should possess strong trade, forex, CA knowledge and an understanding of commercial assets, MF and insurance as an advantage, with high energy and customer orientation.

Qualifications

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

Responsibilities

• Develops new and expands High Net worth Customer relationships for liabilities and commercial assets.
• 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

Cross-selling

Financial product knowledge

Communication skills

High energy

Education

Graduate

Postgraduate

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