Relationship Manager-SARAL LOANS-Marketing Branches Operations

Kotak Life Insurance; Tiruppur; On-site; INR 250,000 - 350,000; Full time

Job summary

Kotak Life Insurance is seeking graduates with 1-3 years of total experience, including at least 1 year in financial services or banks, for customer service roles in Tiruppur, Tamil Nadu. The role blends service and sales, focusing on product education and customer satisfaction.

Responsibilities include handling account openings, resolving grievances, cross-selling, and supporting relationship managers with N.H.I.

Qualifications

• Total experience of 1-3 years with relevant exp of at least 1 year in financial services or banks.

Responsibilities

• 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.

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.