Premier Relationship Manager-Digital Banking Kotak 811-Sales

2 weeks ago


Surat, Gujarat, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

About The Role  

JOB DESCRIPTION

  • 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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