Premier Relationship Manager-Digital Banking Kotak 811-Sales

Kotak Life Insurance; Pune District; On-site; INR 350,000 - 700,000; Full time

Job summary

Kotak Life Insurance is seeking dynamic sales professionals to develop and expand High Net worth customer relationships for liabilities by sourcing clients and cross-selling bank products. The role involves sourcing new customers, coordinating with group companies for seamless access to products, and maintaining robust relationship records to ensure customer satisfaction.

Qualified graduates with 3–5 years of relevant experience or postgraduates with 2–3 years are preferred.

Qualifications

• Customer orientation is essential for handling HNW clients and cross-selling banking products.
• High energy and drive are preferred, with AMFI/IRDA certification considered a plus.
• Graduate level education with 3–5 years of experience or Postgraduate with 2–3 years of experience.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to existing set of Branch customers which are mapped.
• 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

Customer orientation

High energy and drive

Education

Graduate

Post Graduate

Job description

About The Role

JOB DESCRIPTION

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channel.
• Cross sells bank products to existing set of Branch customers which are mapped.
• 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 REQUIREMENT

• Graduate - 3 -5 years of experience
• Post Graduate - 2 -3 years of experience
• Customer orientation
• High energy and drive AMFI / IRDA certified is preferred