Investment Relationship Manager Kotak Life

Greetings from Kotak Life Insurance!!

We are Currently hiring For a Investment Relationship Manager for Kotak Mahindra Bank.

If you are interested in sales and want to earn good incentives along with career then share your resume on kli.aarti-choudhary@kotak.com or call on 9082268319

Location: Mumbai ( All Areas), Thane, Navi Mumbai, Pune, Ahmedabad, Surat

Role & responsibilities

• Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial planning, Insurance and Investment Requirements.
• Ensures high levels of customer service orientation and application of bank policy.
• 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 satisfaction.

• Preferred candidate profile

- Product Knowledge in LI, GI and Mutual Fund Products.

- IRDA and AMFI Certification Employees will be preferred

- 2 -3 years of experience Life Insurance / Banking Experience

- Customer orientation

- High energy levels with a motive to succeed