Elite Relationship Manager-Branch Banking-Branch Banking

Kotak Life Insurance
  • Posted On: 2025-09-12 21:18:19
  • Openings: 10
  • Applicants: 0
Job Description


 About The Role  

 Elite Relationship Manager 

Department Retail Liabilities Location Number of Positions Level Manger / Senior Manager


  • Develops new and expands existing High Net worth Customer relationships for  liabilities 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 satisfaction



  • 3 to 4 years work experience, At least 1+ years at Relationship Manager Role.
  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  • Very good understanding of Trade and Forex.
  • Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
  • Understanding of MF and Insurance an added advantage Customer orientation,
  • High energy and drive.
  • Go getter attitude.
  • Self motivated with a passion to achieve.


    • More Info
    Full Time
    Not Specified
    Banking, Financial Services, and Insurance (BFSI)
    Not Disclosed
    English
    Not Disclosed
    Education
    Any Graduate
    Not Disclosed
    Required Skills
    forex sales Trade MF asset Customer service orientation casa sales initiatives

    Contact Details
    Kotak Life Insurance
    +91 987654567
    kli.riskcontrol@kotak.com
    • Experience1 years
    • Salary Above 10 LAKHS ANNUALLY
    • Location for Hiring Mumbai
    • Apply Now
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