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Kotak Life Insurance logo

Service Relationship Manager-POS-BRANCH BANKING-POS (Point of Sale)

3 - 4 years

2 - 3 Lacs

Noida

Posted:5 days ago| Platform: Naukri logo

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Skills Required

customer service orientation business development sales mis branch banking customer service presentation skills client servicing banking operations cross selling marketing critical thinking relationship management decision making team centre

Work Mode

Work from Office

Job Type

Full Time

Job Description


  
 - 
  
 Service Relationship Manager 
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 skillswith customer service orientation
  • 3-4 years of experience
  • Courteous and polite.
  • Good Knowledge of Microsoft Excel
  • Understanding of banking norms and processes

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