Senior Relationship Manager-Retail Institutions

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

Job summary

Kotak Life Insurance is seeking a Relationship Manager- TASC & Institutional Business to expand the bank's Retail Liabilities through high-value partnerships with trusts, societies, NGOs, and other institutions. The role emphasizes strong relationship management, negotiation, and senior-level presentations.

Ideal candidates have MBA/PG qualifications with 1–3 years of relevant experience and proven ability to engage with top management to close deals.

Qualifications

• Eye for acquiring high value relationships.
• Negotiation skills and ability to present to senior management for sealing deals.
• Good communication and presentation skills, negotiation skills with ability to interact with people at various levels.

Responsibilities

• Acquire high-value relationships with TASC and institutional clients.
• Create rapport with top management of client organizations.
• Negotiate deals and present proposals to senior management to seal agreements.
• Engage with multiple client segments including trusts, societies, associations and NGOs.

Skills

Negotiation skills

Presentation skills

Sales experience

Relationship management

Communication skills

Education

MBA / Graduate / Postgraduate

Job description

Relationship Manager- TASC & Institutional Business

TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc.

Key Functions & Responsibilities:

• TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies
• TASC Business Segment is further categorises into various Business Sub Segments which is a very large Universe for a TASC RM to work on Acquisition. The various Sub Segments are Education (Pre Schools, Primary Schools, Elementary Schools, Secondary Schools, Higher Secondary Schools, Colleges, Universities, Technology & Management Institutes, Professional & Technical Institutes, Coaching Institutes, Training Institutes, Examination Boards, etc), FCRA entities (those who have received permission from Ministry of Home Affairs to receive Foreign Donation), Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches), Primary Agricultural Societies, CSR & Retirals (PF Trusts, Gratuity Trusts, Superannuation Trusts)
• Should have an eye for acquiring High Value relationships
• Should possess Negotiation Skills and requisite skill sets in making presentations to Senior Management for sealing Deals
• Create a rapport with the top management of all the clientele
• Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.

Educational Qualifications:

Should be a MBA/Graduate/Post Graduate having 1-3 years of similar profile