Elite Relationship Manager-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking an Elite Relationship Manager to manage high net worth banking relationships in Punjab (Patiala district), focusing on liabilities and commercial assets with service and policy adherence. The role requires deep product knowledge and strong client engagement.

Cross-selling bank products, coordinating with group companies, and maintaining precise relationship records are key responsibilities.

Qualifications

• 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

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 building

Trade & Forex

CA knowledge

Commercial assets

Insurance awareness

Sales mindset

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