Platinum Relationship Manager-Business Banking

Kotak Life Insurance; Mumbai; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

Kotak Life Insurance in Mumbai seeks a Platinum Relationship Manager to grow high net worth client relationships across liabilities and commercial assets. You will source new customers, deliver superior service, and cross-sell bank offerings while maintaining meticulous records.

The role requires strong trade/forex knowledge and experience with commercial assets, with a track record of customer-centric results. A relevant graduate/postgraduate profile is preferred.

Qualifications

• 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
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• Customer orientation
• High energy levels with a motive to succeed

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing set of branch customers, which are mapped
• Informs customers of new products or product enhancements further to 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 description

Platinum Relationship Manager Business BankingKRAs:

• Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy.
• Cross-sells bank products to existing set of branch customers, which are mapped
• Informs customers of new products or product enhancements further to 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 satisfactionDesired 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
• Understanding of Mutual Funds and Insurance is an added advantage
• Graduate 6 - 8 years of experience
• Post Graduate 4 - 6 years of experience
• Customer orientation
• High energy levels with a motive to succeed