Elite Relationship Manager-Branch Banking-Branch Banking (Ahmedabad)

Elite Relationship Manager-Branch Banking-Branch Banking (Ahmedabad)

18 Sep
|
Kotak Life Insurance
|
Ahmedabad

18 Sep

Kotak Life Insurance

Ahmedabad

About The Role

Elite Relationship Manager

Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager

- Develops recent and expands existing High Net worth Customer relationships for liabilities and commercial assets .
- Ensures high levels of customer service orientation and application of bank policy.
- Cross sells existing bank products to 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.




- Tracks customer complaints/queries and turnaround times for customer satisfaction

- 3 to 4 years work experience, At least 1+ years at Relationship Manager Role.
- 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.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
- Understanding of MF and Insurance an added advantage Customer orientation,
- High energy and drive.
- Go getter attitude.
- Self motivated with a passion to achieve.

📌 Elite Relationship Manager-Branch Banking-Branch Banking (Ahmedabad)
🏢 Kotak Life Insurance
📍 Ahmedabad

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