Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    3. Job

    Job · 17131703

    Kotak Mahindara Life Insurance logo

    Elite Relationship Manager-Branch Banking-Branch Banking

    Kotak Mahindara Life Insurance · Ludhiana · onsite · Posted 41d ago

    Undisclosed1–5 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role



     About The Role  

    Elite Relationship Manager KRAs
  1. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
  2. Ensures high levels of customer service orientation and application of bank policy.
  3. Cross sells existing bank products to customers.
  4. Informs customers of new products or product enhancements to further expand the banking relationship.
  5. Plans and conducts special sales initiatives and events for prospective and existing clients.
  6. Coordinates with other group companies to provide seamless access to other products.
  7. Maintains complete relationship record for assigned customer accounts.
  8. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile
  9. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  10. Very good understanding of Trade and Forex & CA.
  11. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc
  12. Understanding of MF and Insurance an added advantage Customer orientation,
  13. High energy levels with a motive to succeed
  14. Graduate 6 - 8 years of experience
  15. Post Graduate 4 - 6 years of experience
  16. AgeUp-to 35 Years

    17. Sourced from naukri

    Skills

    Cross SellingCustomer service orientationBranch BankingSales initiativesCustomer ComplaintsBusiness DevelopmentMFRetail BankingCASATradeForexCurrent AccountSalesCABranch ManagementBranch OperationsAssetRelationship Management

    About Kotak Mahindara Life Insurance

    Kotak Mahindara Life Insurance logo

    Kotak Mahindara Life Insurance

    Insurance

    16.0k+

    employees

    2001

    25 years old

    Mumbai, Maharashtra

    India

    ₹6.7L PA avg

    Avg at Kotak Mahindara Life Insurance

    About

    This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.

    Industries

    InsuranceBanking / Insurance / AccountingFinancial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    1.7

    Career growth

    1.8

    Work-life

    1.8

    Employees rate it well for

    Job Security37Overall Company36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Elite Relationship Manager-Branch Banking-Branch Banking · waiting for your command