Relationship Manager

5 days ago


India Kotak Life Insurance Full time

About The Role  

JOB ROLE  

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.

Sources new bank customers through external individual efforts and acquisition channel.

Cross sells bank products to existing set of Branch customers which are mapped.

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 REQUIREMENT  

Graduate years of experience

Post Graduate years of experience

Customer orientation

High energy and drive

AMFI / IRDA certified is preferred


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