1 - 6 years
3 - 5 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
Job Description :
- Developing and managing banking relationships with a select group of
customers who are part of the portfolio mapped for their Financial
Planning, Insurance and Investment Requirements.
- Ensures high levels of customer service orientation and application of bank
policy.
- 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.
Desired Candidate Profile:
- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- Graduate : 3 -5 years of experience
- Post Graduate : 2 -3 years of experience
- Customer orientation
- High energy levels with a motive to succeed
Kotak Life Insurance
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