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Kotak Life Insurance
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Investment Specialist-Priority Banking-Priority-Regional sales

Investment Specialist-Priority Banking-Priority-Regional sales

Kotak Life Insurance

4 - 9 years

5 - 9 Lacs

Gurugram

Posted:1 week ago| Platform:

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Skills Required

amfi customer service sales mis irda regional sales business development cross selling branch management marketing branch operations relationship management mf hni client handling portfolio management mutual funds wealth management finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role
Job Profile

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 requirements

Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

MIS generation

Graduate - 4 -6 years of experience AMFI / IRDA

Post Graduate - 2 -4 years of experience AMFI / IRDA

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3198 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Investment Specialist-Priority Banking-Priority-Regional sales