Platinum Relationship Manager

2 days ago

Mumbai, India Kotak Life Insurance Full time
  • Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets.
  • Ensures high levels of customer service orientation and application of bank policy.
  • Cross sells existing bank products to 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.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction

Job Requirements:

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding of Trade and Forex & CA.
  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
  • Understanding of MF and Insurance an added advantage Customer orientation,
  • High energy and drive.
  • Go getter attitude.
  • Self-motivated with a passion to achieve.

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