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Premier Relationship Manager

2.00 to 3.00 Years   Delhi   23 Jan, 2024
Kotak Mahindra Bank Limited
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaPre-SalesSales / BD
EmploymentTypeFull-time

Job Description

    Premier Relationship ManagerJob Role:Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients. Cross selling o Balance Builder products : Demat,Trading,Credit Cards/FD/RD o Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more o Third Party Products : Insurance such as General and Life,etc, Mutual Funds o Other banking products as per customers need Prioritizing 360 customer engagement Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay. Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS Ensure that the defined parameters for opening of a new account are met as per the process and compliance Job Requirements: MBA/Graduate AMFI & IRDA Certification is mandatory.
    • Excellent Interpersonal skills Written and oral. Good interpersonal and sales skills with strong people and time management.

Keyskills :
kyclife insurancegeneral insurancerelationship managementcross sellingcustomer relationship

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