Elite Relationship Manager-Household-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking a Relationship Manager in Indore to develop and expand high net worth customer relationships for liabilities and commercial assets. You will ensure premier service, understand assets like CC, OD, TL, and export finance, and cross-sell relevant products.

Coordinate with group companies to offer seamless access to products, maintain account records, and track queries to ensure timely customer satisfaction. Self-motivated and energetic candidates preferred.

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 an added advantage; Customer orientation.
• High energy and drive; Go getter attitude; Self-motivated with a passion to achieve.

Responsibilities

• Develops new and expands high net worth customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and policy adherence.
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to expand the banking relationship.
• Plans and conducts sales initiatives for prospective and existing clients.
• Coordinates with group companies to provide seamless access to products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and turnaround times for satisfaction.

Skills

High Net Worth

Customer service

Cross-selling

Communication skills

Education

MBA in Finance

Graduation in Commerce

Tools

CRM software

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.