Relationship Manager - Privy League-Priority-Regional sales

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

Job summary

Kotak Life Insurance is seeking a banking relationship manager to develop and manage high net worth client portfolios in Jodhpur. The role focuses on sourcing, servicing, and expanding liabilities, with emphasis on cross-selling and compliance with AMFI/IRDA guidelines.

The candidate will maintain detailed relationship records, generate MIS, and coordinate with group companies to offer a full range of products. Relevant AMFI/IRDA certifications are required for the role.

Qualifications

• Graduate/PG with AMFI/IRDA certs and relevant banking experience.
• Experience in managing high net worth clients and building banking relationships.
• Knowledge of AMFI and IRDA guidelines and compliance.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy
• Cross sells bank products to existing set of 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
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA

Skills

Relationship management

Customer service

Cross-selling

MIS reporting

Sales

Education

Graduate with AMFI/IRDA

Postgraduate with AMFI/IRDA

Job description

About The Role

Role:

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
• Sources new bank customers through external individual efforts and acquisition channel
• Ensures high levels of customer service orientation and application of bank policy
• Cross sells bank products to existing set of 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

Job Requirement:

• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA