Elite Relationship Manager-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking an Elite Relationship Manager in Mumbai to deepen relationships with high net worth clients, focusing on liabilities and commercial assets. The role emphasizes superior service, policy compliance, and proactive product cross-selling.

The candidate will engage in targeted sales initiatives, coordinate with related groups, and maintain detailed client records to ensure satisfaction and growth of the banking relationship.

Qualifications

• Experience in building relationships with high net worth customers.
• Strong customer service orientation and policy adherence.
• Ability to cross-sell bank products to clients.

Responsibilities

• Develops new and expands HNW 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 grow the relationship.
• Plans and conducts special sales initiatives and events for clients.
• Coordinates with group companies to provide access to other products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills

HNW Banking

Relationship Mgmt

Cross-selling

Trade & Forex

Commercial Assets

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.