Investment Relationship Manager

Greetings from Kotak Life Insurance!!!

Here is an excellent opportunity to get associated with the leading brand

Interested candidates can email their resumes to kli.bhakti-salgaonkar@kotak.com or Whatsapp on 7208409644

Locations: Delhi , Thane, Pune, Mumbai.Lucknow, kanpur, Kolkata, Ahmedabad, Surat, Ahmedabad, Bardhaman, Durgapur, Bilaspur,Baroda, Bharuch.

Designation - Insurance/ Investment Relationship Manager

Job Description :

- 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.

Desired Candidate Profile:

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

- IRDA and AMFI Certification Employees will be preferred

- Graduate : 3 -5 years of experience

- Post Graduate : 2 -3 years of experience

- Customer orientation

- High energy levels with a motive to succeed