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    Job · 17131354

    Kotak Mahindara Life Insurance logo

    Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

    Kotak Mahindara Life Insurance · Remote · 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  

    Job Role


  1.  Data Acquisition  
  2. Using publicly available resources like internet and directories
  3. Using existing social/professional network to generate references
  4. Area mapping for generation of Databases for ultra HNIs and mid sized corporate
  5.  Data Mining  
  6. Study existing databases to figure out possible prospects
  7. Liaise with other group/non group entities to generate future business
  8.  Prospect Ownership  
  9. Schedule meeting of attached RM with the prospects
  10. Update the same on CRM systems
  11. Accompany RM for these meetings
  12. End to end follow up with the RM till conversion

    13. Job Requirements
  13. Excellent written and oral communication skills
  14. Selling Skills
  15. Proficient in Microsoft Applications - Excel, Word & PowerPoint
  16. Experience in investment/financial services industry
  17. Teamwork and Collaboration
  18. Relationship Building


    19. Sourced from naukri

    Skills

    nokia ultraflexi btscrmgsm2gUltraFIU3gltebtsWritten And Oral CommunicationPrivate BankingNode BRNCCeragonMicrosoft ApplicationsWealth ManagementFinancial ServicesAcquisitionInstallationnokia btsNokia BSCRelationship 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

    Relationship Manager - HNI-Kotak Private Banking-Relationship Manager · waiting for your command