Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance; Valsad 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 client relationships for liabilities and commercial assets. You will drive cross-selling, maintain excellence in service, and coordinate with group companies to access comprehensive solutions.

Ideal candidates have strong knowledge of trade, forex, CA, and commercial assets, plus exposure to mutual funds and insurance. Graduate with 6–8 years or Postgraduate 4–6 years of experience; age up to 35.

Qualifications

• Develops and maintains 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

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 management

Customer service

Cross-selling

Banking product knowledge

Trade and Forex knowledge

Commercial assets knowledge

Communication skills

Team coordination

Education

Graduate

Postgraduate

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