Relationship Manager

2 days ago


Chandigarh, Chandigarh, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

About The Role  

JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities 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 REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex.
- 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.



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