Senior Relationship Manager - Privy League-Priority-Regional sales

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

Job summary

Kotak Life Insurance in Pune seeks an experienced relationship manager to develop and expand high net worth banking relationships, sourcing select customers and providing personalized service to strengthen the Kotak brand.

Responsibilities include MIS reporting, cross-selling bank products, maintaining complete records, coordinating with group companies, and conducting targeted sales initiatives for prospective clients.

Qualifications

• Develop and maintain banking relationships with high net worth customers.
• MIS generation and reporting.
• AMFI/IRDA certification is preferred or required.

Responsibilities

• Develops and expands high net worth customer relationships for liabilities.
• Sources new bank customers through external efforts and acquisition channels.
• Cross-sells bank products to existing customers.
• Maintains complete relationship records for assigned accounts.
• Informs customers of new products or product enhancements.
• Plans and conducts sales initiatives and events for prospective and existing clients.
• Coordinates with group companies to provide access to other products.

Skills

Relationship management

Customer service

Cross-sell

MIS reporting

Education

Graduate or Postgraduate

AMFI/IRDA cert

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