Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Gurugram District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Life Insurance in Gurugram, Haryana is seeking an Elite Relationship Manager to develop and nurture high net worth client relationships with a focus on liabilities and commercial assets, while ensuring service quality and policy compliance.

You will cross-sell products, inform customers of new offerings, plan sales initiatives, and coordinate with other Kotak group companies to provide a seamless banking experience. The role requires energy, self-motivation, and a go-getter attitude.

Qualifications

• 3–4 years of work experience in banking or financial services.
• At least 1 year in a Relationship Manager role.
• Strong relationship-building with high net worth clients.
• Good understanding of trade, forex and commercial assets.

Responsibilities

• Develop high net worth customer relationships for liabilities and commercial assets.
• Ensure high levels of service and adherence to bank policy.
• Cross-sell existing bank products to customers.
• Inform customers about new products and enhancements.
• Plan and conduct sales initiatives and events for clients.
• Coordinate with group companies to provide access to other products.
• Maintain complete relationship records for assigned accounts.
• Track customer complaints and response times for satisfaction.

Skills

Relationship management

Customer service

Trade and Forex

Commercial assets knowledge

Mutual funds

Insurance awareness

Job description

About The Role

Elite Relationship Manager

Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager

Key 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

Qualifications

• 3 to 4 years work experience, At least 1+ years at Relationship Manager Role.
• 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.
• 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.