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    Job · 17131064

    Kotak Mahindara Life Insurance logo

    Relationship Manager - Privy League-Priority-Regional sales

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

    Undisclosed3–8 yrsfulltimeSourced fromNaukri

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

    About this role



     About The Role  

    Role:
  1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group
  2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
  3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
  4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
  5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
  6. Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
  7. Resolve client queries for the managed book within the specified TAT
  8. Plan and conduct special sales initiatives and events for prospective and existing clients
  9. Endure adherence to all bank and regulatory processes at all times

    10. Job Requirement:
  10. Aptitude to deliver high quality customer service by using organization and interpersonal skills
  11. Decision making skills with strong sense of ownership
  12. Ability to work under pressure
  13. Experience in building and maintaining HNI customer relationships


    14. Sourced from naukri

    Skills

    Customer ServiceBranch BankingSales initiativesRetail LiabilitiesMutual FundsPrivate BankingBusiness DevelopmentPortfolioCustomer RelationshipRetail BankingWealth ManagementCASACurrent AccountSalesfinanceRelationship 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 - Privy League-Priority-Regional sales · waiting for your command