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Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Relationship Manager - HNI-Kotak Private Banking-Relationship Manager

Kotak Life Insurance

1 - 5 years

1 - 5 Lacs

Mumbai

Posted:1 week ago| Platform:

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Skills Required

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Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Job Role

Data Acquisition

Using publicly available resources like internet and directories

Using existing social/professional network to generate references

Area mapping for generation of Databases for ultra HNIs and mid sized corporate

Data Mining

Study existing databases to figure out possible prospects

Liaise with other group/non group entities to generate future business

Prospect Ownership

Schedule meeting of attached RM with the prospects

Update the same on CRM systems

Accompany RM for these meetings

End to end follow up with the RM till conversion

Job Requirements

Excellent written and oral communication skills

Selling Skills

Proficient in Microsoft Applications - Excel, Word & PowerPoint

Experience in investment/financial services industry

Teamwork and Collaboration

Relationship Building

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Kotak Life Insurance

Insurance

Jaipur

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Relationship Manager - HNI-Kotak Private Banking-Relationship Manager