Relationship Manager - Privy League-Priority-Regional sales

Kotak Life Insurance; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Life Insurance is seeking a results-driven professional to develop and expand HNI Priority Banking relationships in the Gurugram area. You will profile clients, tailor solutions across liabilities, assets and fee products, and drive growth in relationship value while ensuring regulatory compliance.

The role involves regular client contact, portfolio reviews, and planning events to attract new and existing clients. Strong ownership, teamwork, and resilience are essential for success.

Qualifications

• Aptitude to deliver high quality customer service by using organization and interpersonal skills.
• Decision making skills with strong sense of ownership.
• Ability to work under pressure.
• Experience in building and maintaining HNI customer relationships.

Responsibilities

• Develop and expand HNI customer relationships for Priority Business through client profiling.
• Generate business across liabilities, assets and fee products to grow relationship value.
• Formulate and implement the sales plan to acquire new HNI clients.
• Navigate adaptive and technical challenges to align service delivery and enhance client experience.
• Use investment expertise to conduct client portfolio reviews and suggest products.
• Ensure client contactability through weekly/monthly calls.
• Resolve client queries for the managed book within specified TAT.
• Plan and conduct special sales initiatives and events for clients.
• Adhere to bank and regulatory processes at all times.

Skills

Customer service

Decision making

Ownership

HNI relationships

Organization

Interpersonal skills

Pressure handling

Job description

About The Role

Role:

Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group

Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness

Formulate and implement the sales plan to acquire new HNI clients and increase the customer base

Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience

Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements

Ensure client contactability at all times though regular connect with them in weekly/ monthly calls

Resolve client queries for the managed book within the specified TAT

Plan and conduct special sales initiatives and events for prospective and existing clients

Endure adherence to all bank and regulatory processes at all times

Job Requirement:

Aptitude to deliver high quality customer service by using organization and interpersonal skills

Decision making skills with strong sense of ownership

Ability to work under pressure

Experience in building and maintaining HNI customer relationships