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Kotak Life Insurance
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Platinum Relationship Manager-Business Banking

Platinum Relationship Manager-Business Banking

Kotak Life Insurance

6 - 8 years

11 - 13 Lacs

Mumbai

Posted:5 days ago| Platform:

Apply

Skills Required

Relationship Management sales management lead generation Business Relationship CASA book loans management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Platinum Relationship Manager Business BankingKRAs:

Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets

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 branch customers, which are mapped

Informs customers of new products or product enhancements further to 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 satisfactionDesired 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

Understanding of Mutual Funds and Insurance is an added advantage

Graduate 6 - 8 years of experience

Post Graduate 4 - 6 years of experience

Customer orientation

High energy levels with a motive to succeed

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Platinum Relationship Manager-Business Banking