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Kotak Life Insurance
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Relationship Manager Customer Engagement (RMCE)-Branch Banking-RO-CE

Relationship Manager Customer Engagement (RMCE)-Branch Banking-RO-CE

Kotak Life Insurance

4 - 9 years

2 - 5 Lacs

Bengaluru

Posted:1 week ago| Platform:

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Skills Required

amfi sales lead generation irda branch banking customer service orientation casa sales initiatives customer service business development cross selling branch management relationship management mf mutual funds wealth management finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role
CEC-Relationship Officer Customer Engagement (ROCE)-BRANCH BANKING-RO-CE
JOB DESCRIPTION
Job Role

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

Sources new bank customers through Lead generation model and responsible for conversion from external field support

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 prospective and existing clients through different Product Managers

Coordinates with other group companies to provide seamless access to other products.

Maintains complete relationship record for assigned customer accounts.
About The Role

Graduate with 4 -6 years of experience or Post Graduate with 2 -4 years of experience

Certified in AMFI/IRDA

Excellent communication skills Verbal & Written

Flair for Sales

Flexible to get scattered 8 Week Offs in a month with 9hours shift

Good listening skills and strong communication abilities.

attitude & works with integrity

Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customers

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3205 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Relationship Manager Customer Engagement (RMCE)-Branch Banking-RO-CE