Senior Relationship Manager - Privy League-Priority-Regional sales

Kotak Life Insurance; Mumbai; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Kotak Life Insurance is seeking a relationship-focused professional in Mumbai to manage high net worth banking clients and expand liabilities portfolios. You will source new customers, ensure excellent service, and cross-sell products to deepen the banking relationship.

The role emphasizes MIS generation, adherence to policies, and coordination with group companies to offer a seamless product suite to affluent clients. AMFI/IRDA credentials are valued.

Qualifications

• Experience in managing HNW banking relationships through tailored services.
• Proficient in generating MIS reports for sales and performance tracking.
• AMFI/IRDA certification or eligibility is preferred.

Responsibilities

• Develops new and expands liabilities relationships with high net worth customers.
• Sourcing new bank customers through external efforts and acquisition channels.
• Ensures high levels of customer service and adheres to bank policy.
• Cross-sells bank products to existing customers.
• Informs customers of product enhancements and new offerings.
• Plans and conducts sales initiatives for prospective and existing clients.
• Co-ordinates with group companies to provide seamless access to products.
• Maintains complete relationship records for assigned accounts.

Skills

Relationship management

MIS reporting

High net worth clients

Education

Graduate/ Postgraduate

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/ Post Graduate4 plus years of experience AMFI / IRDA