Elite Relationship Manager

1 week ago

Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 20,00,000 per year

About The Role  

Job role

  • Develops new and expands existing High Net worth Customer relationships forliabilities 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 ofTrade 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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