Elite Relationship Manager-Business Banking-Branch Banking
Kotak Life Insurance · Indore, Madhya Pradesh, India
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Kotak Life Insurance · Indore, Madhya Pradesh, India
• Develops new and expands existing Customer relationships for liabilities (CA driven) 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 Job Requirements: • 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 and drive. • Go getter attitude. • Self-motivated with a passion to achieve.