Senior Branch Relationship Manager

4 weeks ago

Chennai, India Kotak Life Insurance Full time

Senior Branch Relationship Manager -RL-Emerging Market (RL-EM)-Relationship Management

Calicut Kerala.

Senior Branch Relationship Manager -RL-Emerging Market (RL-EM)-Relationship Management

Role-Senior Branch Relationship Manager

  • To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and education on product features, cheque book issuance.
  • Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given.
  • Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products.
  • Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios.
  • Customer acquisition through referrals from existing customers.
  • Graduates with total experience of 1-3 years with relevant Exp of atleast 1 year in financial services or banks.
  • Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
  • Experienced customer service candidates from financial services (those from MFund, securities houses etc) with sales orientation can be considered

JOB ROLE:

  • Handling personalized service requests of customers.
  • Generation of timely business MIS.
  • Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.
  • Coordination with CPC/RPC/Investment desks for account opening of customers.
  • Managing complaints of customers and ensuring their resolution within TAT.

JOB REQUIREMENT:

  • Developing and maintaining banking relationships with a select group of high net worth customers
  • Excellent communication skills with customer service orientation
  • Courteous and polite.
  • Good knowledge of Microsoft excels.Understanding of banking norms and processes.

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