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Relationship Manager Customer Engagement (rmce)-branch Banking-ro-ce @ Kotak Life Insurance

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 Relationship Manager Customer Engagement (rmce)-branch Banking-ro-ce

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
  • Job Classification

    Industry: IT Services & Consulting
    Functional Area / Department: Sales & Business Development
    Role Category: Enterprise & B2B Sales
    Role: Branch Sales Executive
    Employement Type: Full time

    Contact Details:

    Company: Kotak Life Insurance
    Location(s): Bengaluru

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    Keyskills:   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

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    Kotak Life Insurance

    Kotak Life has bought back its stake from Old Mutual and is no longer in a joint venture, thus making us a 100% owned subsidiary of Kotak Mahindra Bank Ltd. Kotak Mahindra Life Insurance Company Ltd (Formerly known as Kotak Mahindra Old Mutual Life Insurance Ltd.) is a 100% owned subsidiary of Kotak...