Elite Relationship Manager-Household-Branch Banking-Branch Banking

Kotak Life Insurance; Chennai District; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Kotak Life Insurance seeks a Relationship Manager in Chennai to grow high net worth client relationships for liabilities and commercial assets. You will ensure excellent service, apply bank policy, and cross-sell products while informing customers about new offerings. A proactive, sales-driven mindset is essential for success.

You will maintain records and coordinate with teams to meet client needs. Ideal candidates possess strong customer orientation, energy, and drive to achieve targets in a

Qualifications

• Must develop and maintain relationships with high net worth customers.
• Strong understanding of commercial assets such as CC, OD, TL, Export Finance is a plus.
• Customer oriented with go-getter attitude.

Responsibilities

• Develops new and expands existing relationships for liabilities and assets.
• Ensures high levels of customer service and policy application.
• Cross-sells bank products to customers.
• Informs customers of new products and enhancements to further expand the banking relationship.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills

High net worth relationships

Customer service

Cross-selling

Relationship management

Sales driven

Job description

About The Role

• Develops new and expands existing High Net worth Customer relationships forliabilities 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.