Relationship Manager - Business Banking-Branch Banking-Branch Banking

Kotak Life Insurance; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance is seeking an experienced relationship manager to develop and expand high net worth customer relationships for liabilities and commercial assets. You will ensure excellent service levels while adhering to bank policies and cross-selling existing bank products.

The role requires 4–5 years of work experience, a strong grasp of Trade and Forex, and knowledge of Commercial Assets such as CC, OD, TL, and Export Finance.

Qualifications

• 4 to 5 years work experience
• Develop and maintain banking relationships with high net worth clients through personalized service
• Strong understanding of Trade and Forex
• Knowledge of Commercial Assets (CC, OD, TL, Export Finance)
• MF and Insurance knowledge considered an advantage
• High energy, drive and self-motivation
• Customer orientation and goal achievement

Responsibilities

• Develop new and expand High Net worth Customer relationships for liabilities and commercial assets.
• Ensure 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

Relationship management

Customer service

Sales

Go-getter attitude

Self motivation

Job description

About The Role

JOB ROLE

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

JOB REQUIREMENT

• 4 to 5 years work experience
• 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.
• 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.