About The Role

Role:

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers

Sources current 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 Requirement:

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

📌 Relationship Manager - Privy League-Priority-Regional sales (Jodhpur)
🏢 Kotak Life Insurance
📍 Jodhpur