Elite Relationship Manager-Branch Banking-Branch Banking
Kotak Life Insurance · Valsād, Gujarat, India
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Kotak Life Insurance · Valsād, Gujarat, India
About The Role Elite Relationship Manager KRAs- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. • Ensures high levels of customer service orientation and application of bank policy. • Cross sells existing bank products to 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. • Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. • Very good understanding of Trade and Forex & CA. • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance, etc • Understanding of MF and Insurance an added advantage Customer orientation, • High energy levels with a motive to succeed • Graduate 6 - 8 years of experience • Post Graduate 4 - 6 years of experience • AgeUp-to 35 Years