Portfolio Relationship Manager

1 week ago


Chennai, Tamil Nadu, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 28,00,000 per year

About The Role  

- Needs to have a good knowledge of Local market. Must have experience in that Geography
- To understand clients business & provide appropriate products
- To cross sell various products like Current Account/Savings account/Life Insurance and General Insurance
- To build relationships with key persons in the target segments & build client trust & confidence.
- To be alert on competitive elements in the target segments (viz. other banks etc.) &Augment the presence and penetration of the Kotak brand in the target market
- Improve efficiency by monitoring accounts sourced, do top ups on existing loans when possible

Job Requirement: 

- Graduate / MBA
- Experience3-4 years in the local market, preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- healthcare loan, amount, rate & fees. Should have good oral and written Communication skills.
- Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, supply chain


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