Elite Relationship Manager-Household-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking a dynamic relationship professional in Coimbatore to nurture and expand a portfolio of high net worth clients. The role emphasizes personalized banking relationships, cross-selling of bank products, and adherence to policy, ensuring outstanding service and revenue growth for the organization.

The incumbent will engage with customers, plan targeted sales initiatives, and coordinate with group companies to offer a seamless product suite while maintaining detailed

Qualifications

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized service.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc.
• Understanding of MF and Insurance is advantageous; strong customer orientation.

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 records for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills

High energy

Go getter

Self-motivated

Cross selling

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.