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Investment Relationship Manager-Branch Banking-Branch Banking

2 weeks ago

Pune, Maharashtra, India Kotak Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

About The Role  

Investment Relationship Manager 

KRAs :

- Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements.
- Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy.
- Informscustomersofnewproductsorproductenhancementstofurtherexpandthebanking relationship.
- Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients.
- Coordinateswithother groupcompanies toprovideseamlessaccesstoother products.
- Maintainscompleterelationshiprecordfor assignedcustomeraccounts.
- Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfaction.

Desired Candidate Profile :

- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- Graduate:3-5yearsofexperience
- PostGraduate:2-3yearsofexperience
- Customerorientation
- Highenergylevelswithamotivetosucceed