Platinum Relationship Manager-Household-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking a dynamic professional to manage high net worth customer relationships, focusing on liabilities and commercial assets. The role emphasizes superior service, policy adherence, and strategic cross-selling to expand the banking relationship.

The candidate will coordinate with related groups to offer broader products, maintain detailed client records, and address queries promptly to ensure customer satisfaction. Chennai-based with a strong drive to achieve results.

Qualifications

• Ability to develop and maintain relationships with high net worth customers.
• Solid understanding of commercial assets and banking products.

Responsibilities

• Develops new and expands existing HNI relationships for liabilities and commercial assets.
• Ensures high levels of customer service and adherence to bank policy.
• Cross-sells existing bank products to customers.
• Informs customers of new products or enhancements to grow banking relationships.
• Plans and conducts sales initiatives and events for clients.
• Coordinates with group companies to provide access to other products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and improves turnaround times.

Skills

HNWI relations

Customer service

Cross selling

Banking knowledge

Communication

Job description

About The Role

JDPRM- HH

• 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.