Relationship Manager 811 - Mumbai

Mintskill HR Solutions LLP; Mumbai; On-site; INR 630,000 - 770,000; Full time

Benefits offered by this job

Attractive incentives

Job summary

A financial services company in Mumbai seeks a Digital Sales Relationship Manager to enhance and manage relationships with high net worth customers. The ideal candidate will have a minimum of 2 years in insurance sales, possess excellent interpersonal skills, and a strong sales mentality. Responsibilities include client engagement, increasing investment portfolios, and maintaining high customer service standards. A competitive salary package is offered with additional incentives.

Qualifications

• Minimum 2 years experience in insurance sales (Direct Channel).
• AMFI & IRDA Certification is an advantage.
• Excellent written and oral skills required.

Responsibilities

• Engage with mapped customers to enrich relationships.
• Increase Investment AUM portfolio by acquiring and retaining clients.
• Ensure high level of customer service and maintain relationship records.

Skills

Interpersonal skills

Sales skills

Time management

Education

Post-graduate or graduate

Job description

• Salary Upto 7 Lac Per Annum + Attractive incentive
• State/Province Maharashtra
• Country India

Job Description

Kotak 811 Digital Sales RM vertical is specializes in expanding/upgrading and developing High net worth customer relationship by doing portfolio Management through individual efforts. Cross sell bank products to existing customer mapped and inform customers of new products or product enhancements to further expand the banking relationship. Ensure high level of customer service to our 811 customers with assistance of Product operation group (POG).

Job Role:

• Engaging with mapped customers to enrich the relationships and garner higher wallet share of the customers
• Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
• Cross - selling and Maintains complete relationship record for assigned customer accounts.
• Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
• Build a Loan Portfolio : Personal, Auto,Two-wheeler, Gold, Home, LAP, LAS and more
• Third Party Products : Insurance such as General and Life,etc, Mutual Funds
• Other banking products as per customer's need
• Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
• Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
• Ensure that the defined parameters for opening of a new account are met as per the process and compliance

Requirements

• Post-graduate or graduate.
• Minimum 2yrs experience in insurance sales (Direct Channel)/Casa sales open Market
• AMFI & IRDA Certification an added advantage for customer orientation
• Excellent Interpersonal skills - Written and oral.
• Good interpersonal and sales skills with strong people and time management.
• Minimum 2yrs experience in insurance sales (Direct Channel)
• Hardcore sales mentality. Primary motivation from achievement of targets.
• A hunter by orientation.
• Should be well groomed and presentable with ambassadorship qualities.