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Kotak Life Insurance logo

Relationship Manager - Privy League-Priority-Regional sales

3 - 8 years

5 - 9 Lacs

Gurugram

Posted:22 hours ago| Platform: Naukri logo

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Skills Required

customer relationship customer service sales relationship management portfolio retail banking casa sales initiatives business development retail liabilities current account private banking wealth management mutual funds finance branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

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Kotak Life Insurance
Kotak Life Insurance
www.kotaklife.com

Insurance

Jaipur

4000+ Employees

493 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO

  • Kavitha Kamath

    Executive Vice President

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