Platinum Relationship Manager-Household-Branch Banking-Branch Banking

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

Job summary

Kotak Life Insurance in Pune is seeking a relationship-driven banker to manage high net worth clients and expand lending and asset portfolios. The role focuses on delivering premium service, cross-selling products, and coordinating with group entities to optimize the customer banking experience.

The candidate should have a strong grasp of commercial assets and a proactive, self-motivated attitude to achieve targets while maintaining policy adherence.

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 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

High net worth banking

Relationship management

Sales orientation

Customer service

Cross-selling

Education

Bachelor's degree in Finance/Banking

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.