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Elite Relationship Manager-Household-BB Panchkula

4.00 to 8.00 Years   Panchkula   03 Oct, 2023
Kotak Mahindra Life Insurance Company Ltd
Job LocationPanchkula
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaOperations Management / Process AnalysisSales / BD
EmploymentTypeFull-time

Job Description

    Elite Relationship Manager-Household-BRANCH BANKING-Branch BankingJOB DESCRIPTIONDevelops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship record for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfactionJob RequirementsDeveloping and maintaining banking relationships with a select group of high net worth customers through individualized customer service.Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etcUnderstanding of MF and Insurance an added advantage Customer orientation,High energy and drive.Go getter attitude.Self-motivated with a passion to achieve.

Keyskills :
salessales planningbanking productsproduct sales

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