Elite Relationship Manager-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance seeks an Elite Relationship Manager to grow and manage high net worth client relationships, focusing on liabilities and commercial assets. Cross-sell banking products and inform clients about new offerings to expand the relationship.

Candidate should have strong customer service orientation, the ability to plan events, and maintain thorough records, with 6–8 years Graduate or 4–6 years Post Graduate experience. Age up to 35 likely.

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers.
• Strong understanding of trade, Forex, and CA.
• Knowledge of commercial assets like CC, OD, TL, export finance.
• Customer orientation and high energy to succeed.

Responsibilities

• Develops new and expands existing High Net worth customer relationships for liabilities and assets.
• Cross sells existing bank products to customers.
• Informs customers of new products or enhancements to grow the relationship.
• Plans and conducts sales initiatives and events for clients.
• Keeps complete relationship records for assigned accounts.
• Tracks complaints/queries and turnaround times for customer satisfaction.

Skills

Relationship management

Customer service

High net worth clients

Cross-selling

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