Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Life Insurance; India; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Life Insurance is seeking candidates with a service mindset to handle customer requests, open accounts, and educate customers on products. The role combines service with sales through targeting bank and investment products and cross-selling assets offerings.

Candidates with 1–3 years total experience, including at least 1 year in financial services or banking, are preferred. The position emphasizes customer value, speed, and adherence to targets, with referrals helping growth.

Qualifications

• Graduate with 1-3 years total experience, at least 1 year in financial services or banks.

Responsibilities

• Handle customer service tasks: account opening, DMAT account opening, grievances, liability product sales, education on product features, cheque book issuance.
• Ensure quality of advice as judged by customers and supervisor.
• Maintain speed and efficiency of service delivery.
• Meet sales targets for bank and investment products; cross-sell assets products.
• Provide back-up to relationship managers handling HNI relationships.
• Work to keep attrition low.
• Generate customer acquisition through referrals from existing customers.

Education

Graduation

Job description

About The Role

Description for Internal Candidates

• To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
• Quality of advice given to customers as determined by customers and supervisor.
• Speed and efficiency of service given.
• Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
• Cross-sale of assets products.
• Back-up to relationship managers holding HNI relationships.
• Ensure low attrition ratios.
• Customer acquisition through referrals from existing customers.

Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.

Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.

Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.