Senior Relationship Manager-Corporate Banking-Sales

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

Job summary

Kotak Life Insurance is seeking a dynamic Relationship Manager leader to oversee a team focused on opening liability accounts and sourcing term deposits in the LC segment.

The role emphasizes converting inactive accounts to active status, pitching digital banking solutions, and targeting holding company clients. It also involves training RMs and driving NTB liability growth within the corporate client base.

Qualifications

• Excellent written and oral communication skills.
• Sales orientation with a target-driven approach.
• Basic banking knowledge.
• Customer retention mindset.
• Interest in developing customer relationships.
• Team handling experience.

Responsibilities

• Lead a team of Relationship Managers to open new liability accounts (CASA) and source term deposits for LC segment.
• Target holding company and group company accounts of existing clients.
• Pitch digital banking propositions and drive customers to become digitally active.
• Focus on activation hooks and converting inactive accounts to active ones in areas like CA, Cash Management, FX, and Trade.
• Drive NTB liability references and conversions while managing training and handholding of RMs.

Skills

Communication

Sales

Customer retention

Team leadership

Banking basics

Relationship building

Job description

About The Role

• Handle a team of Relationship Managers in the Region to Focus to open new liability accounts (CASA) and source TDs for LC segment
• Target holding company & group company accounts of existing clients
• Customer interaction to pitch digital banking propositions and get them "˜digital active"™
• Focus on activation hooks and converting inactive accounts to active accounts as per defined criteria"™s like CA, Cash Management Services, FX, Trade etc.
• KRA mainly to focus on generation of NTB liability references and conversion
• Responsible for imparting training and also closely handholding Relationship Managers, in terms of acquisition and managing customer relationship

Job Requirements

• Excellent written and oral communication skills
• Should have sales orientation
• Basic banking knowledge
• Customer retention
• An immense interest in developing relationship with the customers
• Team handling experience

Application

• Excellent written and oral communication skills