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    Job · 17126466

    Kotak Mahindara Life Insurance logo

    Platinum Relationship Manager-Business Banking

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

    Undisclosed6–8 yrsfulltimeSourced fromNaukri

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

    About this role

    Platinum Relationship Manager Business BankingKRAs:

  1. Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
  2. Sources new bank customers through external individual efforts and acquisition channel
  3. Ensures high levels of customer service orientation and application of bank policy.
  4. Cross-sells bank products to existing set of branch customers, which are mapped
  5. Informs customers of new products or product enhancements further to expand the banking relationship.
  6. Plans and conducts special sales initiatives and events for prospective and existing clients.
  7. Coordinates with other group companies to provide seamless access to other products.
  8. Maintains complete relationship record for assigned customer accounts.
  9. Tracks customer complaints/queries and turnaround times for customer satisfactionDesired Candidate Profile:
  10. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  11. Very good understanding of Trade and Forex & CA
  12. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
  13. Understanding of Mutual Funds and Insurance is an added advantage
  14. Graduate 6 - 8 years of experience
  15. Post Graduate 4 - 6 years of experience
  16. Customer orientation
  17. High energy levels with a motive to succeed

    18. Sourced from naukri

    Skills

    loans managementsales managementBusiness RelationshipLead GenerationCASA BookRelationship 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

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    Platinum Relationship Manager-Business Banking · waiting for your command