Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Gandhidham; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Life Insurance invites applications for an Elite Relationship Manager to grow high net worth client relationships, focusing on liabilities and commercial assets with exceptional service and policy compliance.

Role entails cross-selling bank products, informing clients about new offerings, planning targeted sales initiatives, and coordinating with group companies to provide seamless access to diverse financial solutions.

Qualifications

• Proven ability to develop and maintain relationships with high net worth clients.
• Strong knowledge of Trade, Forex and CA concepts.
• Solid understanding of commercial assets (CC, OD, TL, Export Finance).

Responsibilities

• Develops new and expands banking relationships with high net worth clients.
• Maintains complete relationship records and ensures top service.
• Cross-sells bank products and informs customers about new offerings.

Skills

Relationship management

Trade & Forex

Commercial assets

Mutual funds

Insurance knowledge

Customer orientation

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