Service Relationship Manager-Branch Banking-Branch Banking

4 days ago


Bengaluru, India Kotak Life Insurance Full time

Job Role

  • Handling personalized service requests of Privy Program- Branch Optima customers
  • Enhanced customer experience given to Privy Program- Branch Optima customers
  • Maintaining reports, MIS as prescribed
  • Ensuring strict adherence to regulatory and internal approved prescribed requirements for this customer segment
  • Coordination with CPC/RPC/Investment desks for account opening of Prime customers
  • Execute documentation within prescribed compliance norms - ensure all documents are first pass
  • Managing complaints of customers and ensuring their resolution within TAT
  • Ensure targets on Cross Sell, Product Holding, ReKYC, Digital Scores are met
  • Ensure customer coverage targets are met
  • 100% adherence to compliance and laid down process

Job Requirements

  • Excellent written and oral communication skills with customer service orientation

  • 3-4 years of experience

  • Courteous and polite.
  • Good Knowledge of Microsoft Excel
  • Understanding of banking norms and processes


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