Service Relationship Manager-Branch Banking-Branch Banking
Kotak Mahindara Life Insurance · Bengaluru · onsite · Posted 41d ago
Undisclosed3–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Role
- Handling personalized service requests of Privy Program- Branch Optima customers
- Enhanced customer experience given to Privy Program- Branch Optima customers
- Maintaining reports, MIS as prescribed
- Ensuring strict adherence to regulatory and internal approved prescribed requirements for this customer segment
- Coordination with CPC/RPC/Investment desks for account opening of Prime customers
- Execute documentation within prescribed compliance norms - ensure all documents are first pass
- Managing complaints of customers and ensuring their resolution within TAT
- Ensure targets on Cross Sell, Product Holding, ReKYC, Digital Scores are met
- Ensure customer coverage targets are met
- 100% adherence to compliance and laid down process
- Excellent written and oral communication skills with customer service orientation
- 3-4 years of experience
- Courteous and polite.
- Good Knowledge of Microsoft Excel
- Understanding of banking norms and processes
Sourced from naukri
Skills
Customer ServiceCross SellingCustomer service orientationBranch BankingBusiness DevelopmentClient ServicingSalesmarketingMISRelationship 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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