Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Surat; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Life Insurance is seeking an Elite Relationship Manager to develop and expand high net worth customer relationships across liabilities and commercial assets.

You will ensure top-tier service, adhere to policy, and cross-sell bank products while informing clients about new offerings and enhancements to grow the banking relationship.

Qualifications

• 3 to 4 years work experience with at least 1+ year in a Relationship Manager role.
• Experience developing and maintaining banking relationships with a select group of high net worth customers.
• Strong understanding of Trade & Forex and Commercial Assets (CC, OD, TL, Export Finance).
• Knowledge of mutual funds and insurance is an added advantage.
• Candidate should be customer oriented, energetic, driven and self-motivated.

Responsibilities

• Develops new and expands existing High Net Worth customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and adherence to bank policy.
• Cross-sells existing bank products to customers.
• Informs customers of new products or product enhancements to expand banking relationships.
• Plans and conducts sales initiatives and events for prospective and existing clients.
• Coordinates with group companies to access other products and maintains complete relationship records.

Skills

High-net-worth relations

Customer service

Trade & Forex knowledge

Commercial assets knowledge

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.