Elite Relationship Manager - Business Banking - Branch Banking
Kotak Mahindara Life Insurance · Mumbai · onsite · Posted 41d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Develops new and expands existing Customer relationships for liabilities (CA driven) 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 of Trade 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.
Sourced from naukri
Skills
Branch BankingBusiness BankingForexSalesExport FinanceRelationship Management
About Kotak Mahindara Life Insurance

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
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