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.
- Valuable Knowledge of Microsoft Excel
- Understanding of banking norms and processes

📌 Service Relationship Manager-Branch Banking-Branch Banking (Bengaluru)
🏢 Kotak Life Insurance
📍 Bengaluru