Elite Relationship Manager-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking an Elite Relationship Manager to grow and manage high net worth clients in the retail liabilities space in Haryana. You will deepen banking relationships, cross-sell products, and coordinate with group companies to provide seamless access to financial solutions.

The role requires 3-4 years of experience with at least 1 year in a Relationship Manager capacity, strong knowledge of trade and forex, and a go-getter attitude to achieve targets in a fast-paced

Qualifications

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

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

Relationship Mgmt

High Net Worth Clients

Trade & Forex

Commercial Assets

Mutual Funds

Insurance

Customer Orientation

Self-motivated

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.