Elite Relationship Manager - Household - Branch Banking

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

Job summary

Kotak Life Insurance seeks a dynamic professional to develop and maintain relationships with a select group of high net worth customers, focusing on liabilities and commercial assets. You will deliver superior service, inform customers of new products and enhancements, and plan targeted sales initiatives for existing clients.

Coordinate with group companies to provide seamless access to offerings, maintain complete relation records, and track queries to ensure high customer satisfaction.

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc; understanding of MF and Insurance is an added advantage.
• Customer orientation, high energy and drive; go-getter attitude; self-motivated to achieve.

Responsibilities

• Develop new and expand existing high net worth customer relationships for liabilities and commercial assets.
• Cross-sell existing bank products to customers and inform about new products or enhancements.
• Plan and conduct special sales initiatives and events for prospects and existing clients.
• Coordinate with group companies for seamless access to other products and maintain relationship records.
• Track customer complaints/queries and turnaround times for customer satisfaction.

Skills

Relationship management

HNW client handling

Cross-selling

Customer service orientation

Bank policy adherence

Job description

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

Job Requirements

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.

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.