Senior Relationship Manager - Privy League-Priority-Regional sales
Kotak Mahindara Life Insurance · Gurugram · onsite · Posted 41d ago
Undisclosed4–9 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Role
Role:
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of 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
Job Requirement:
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
MIS generation
Graduate/ Post Graduate4 plus years of experience AMFI / IRDA
Sourced from naukri
Skills
Customer ServiceCross SellingCustomer service orientationBranch BankingIRDASales initiativesMutual FundsBusiness DevelopmentAMFICustomer RelationshipCASASalesAcquisitionmarketingBranch ManagementMISRelationship 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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