Platinum Relationship Manager-Household-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance is seeking a Platinum Relationship Manager - Household/Business Banking in Mohali to grow high net worth relationships and expand banking product uptake. You will deliver personalized service, maintain records, and drive customer satisfaction.

The role requires strong knowledge of Trade and Forex, CA concepts, and commercial assets like CC, OD, TL and export finance, along with a proactive sales mindset.

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

Skills

HNW relationships

Customer service

Cross-selling

Banking product knowledge

Trade & Forex

CA knowledge

Commercial assets

Job description

About The Role

Platinum Relationship Manager - Household/Business Banking

Job 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 ofTrade and Forex & CA.
• 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.