Relationship Manager - Ultra HNI-Private Banking-Relationship Manager

Kotak Life Insurance
  • Posted On: 2025-09-12 21:20:48
  • Openings: 10
  • Applicants: 0
Job Description

The ideal candidate will have 6-10 years of experience in the insurance industry, with a strong background in sales and relationship management.

Roles and Responsibility
  • Develop and maintain strong relationships with high net worth individuals (HNIs) to drive business growth.
  • Identify new business opportunities and expand existing client relationships through effective sales strategies.
  • Provide exceptional customer service and support to HNI clients, ensuring their needs are met and exceeded.
  • Collaborate with internal teams to develop tailored solutions for HNIs, including investment products and banking services.
  • Conduct regular portfolio reviews with HNI clients to ensure alignment with their financial goals.
  • Stay up-to-date with industry trends and competitor activity to maintain a competitive edge.
Job Requirements
  • Proven experience as a Relationship Manager or similar role in the insurance industry.
  • Strong understanding of investment products, banking services, and wealth management solutions.
  • Excellent communication, interpersonal, and negotiation skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills, with attention to detail and accuracy.
  • Experience working with HNI clients, providing personalized solutions and support.
More Info
Full Time
o
Not Disclosed
English
Not Disclosed
Education
Any Graduate
Not Disclosed
Required Skills
Relationship Management Private Banking wealth management sales investment products Relationship Ultra investment

Contact Details
Kotak Life Insurance
+91 987654567
kli.riskcontrol@kotak.com
  • Experience6+ years
  • Salary Above 10 LAKHS ANNUALLY
  • Location for Hiring Mumbai
  • Apply Now
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