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Service Relationship Manager- WC-SALARIED PL AND WORKING CAPITAL-Sales

Service Relationship Manager- WC-SALARIED PL AND WORKING CAPITAL-Sales

Kotak Life Insurance

2 - 5 years

4 - 7 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Relationship Management Mutual Funds Portfolio Management Cross Selling Finance Portfolio Wealth Management Business Banking Sales Business Loan Mis Investment Advisory Working Capital Business Development Disbursement Term Loan

Work Mode

Work from Office

Job Type

Full Time

Job Description

Description for Internal Candidates

Handling and managing client service request.
Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
Monitoring PDD MIS and taking care of timely closure of PDDs.
Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same.
Overdue renewal tracking and following up with RM to get it update timely.
HO monitoring activities etc

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