Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; India; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance seeks an Elite Relationship Manager to develop and deepen relationships with high net worth customers, handling liabilities and commercial assets. The role requires proactive cross-selling, strong customer service, and coordination with group companies for integrated product access.

The ideal candidate has experience with Trade, Forex, CA concepts and knowledge of commercial assets, with a customer-centric, high-energy approach.

Qualifications

• Experience in developing and maintaining banking relationships with high net worth clients.
• Strong understanding of Trade, Forex and CA concepts.
• Knowledge of Commercial Assets (CC, OD, TL, Export Finance).
• Familiarity with mutual funds and insurance is an added advantage.
• Customer orientation with high energy and goal-driven attitude.

Responsibilities

• Develops new and expands existing High Net Worth customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service and adherence to bank policy.
• Cross-sells bank products to customers and informs them of product enhancements.
• Plans and conducts sales initiatives and events for clients.
• Maintains complete relationship records for assigned accounts.
• Tracks complaints/queries and turnaround times for customer satisfaction.

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