About The Role

Job Role

- Develops and expands existing High Net worth Customer relationships for liabilities

- Deepens relationships sourcing family accounts

- Cross sells bank products & builds penetration for remote banking channels like net/mobile banking

- Informs customers of current products or product enhancements to further expand the banking relationship.

- Maintains complete relationship record for assigned customer accounts.

- Ensures high levels of customer service orientation to meet benchmark NPS.

- Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios

About The Role

- Graduate with min 2 years, or Post Graduate with a min of one year of experience

- Experience in tele-sales or relationship management in BFSI preferred.

- Certified in AMFI/IRDA

- Excellent communication skills Verbal & Written

- Flair for Sales

- Good listening skills and strong communication abilities.

📌 811-CEC-Relationship Manager-VRM-Digital Banking Kotak 811-VRM (Thane)
🏢 Kotak Life Insurance
📍 Thane