Relationship Manager

3 weeks ago


Kolkata, West Bengal, India Continental HR Services Full time

Experience 2yrs in Life insurance and Mutual Funds salesCTC - upto 5lpa Key Responsibilities 1 Develop and manage robust banking relationships with a designated portfolio of customers with a predominant focus on selling Kotak Life Insurance KLI products 2 Understand and cater to the financial planning insurance and investment requirements of customers 3 Ensure 90 of sales efforts are dedicated to promoting KLI products with the remaining 10 allocated to other bank products 4 Ensure high levels of customer service orientation and compliance with bank policies 5 Inform customers about new products or enhancements to deepen the banking relationship 6 Plan and execute special sales initiatives and events for both prospective and existing clients 7 Coordinate effectively with other group companies to provide seamless access to a comprehensive range of financial products 8 Maintain accurate and up-to-date relationship records for all assigned customer accounts 9 Track customer complaints and queries ensuring timely resolution and high customer satisfaction ref updazz com


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