Service Relationship Manager-Branch Banking-Branch Banking
Kotak Life Insurance · Bengaluru, Karnataka, India
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Kotak Life Insurance · Bengaluru, Karnataka, India
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 Job Requirements • 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