Investment Relationship Manager- Demat-BRANCH BANKING-Branch Banking
Kotak Mahindra Bank Limited Noida
Job Description
InvestmentRelationshipManager JD
KRAs:
- Developing and managing banking relationships with a select group of customers who are part of theportfolio mapped for their Financial Planning, Insurance and Investment Requirements.
- Ensureshighlevelsofcustomerserviceorientationandapplicationofbankpolicy.
- [...] relationship.
- Plansand conducts specialsales initiativesandevents for prospectiveandexistingclients.
- Coordinateswithother groupcompanies toprovideseamlessaccesstoother products.
- Maintainscompleterelationshiprecordfor assignedcustomeraccounts.
- Trackscustomercomplaints/queriesandturnaroundtimesforcustomer satisfaction.
Desired Candidate Profile:
- Product Knowledge in LI, GI and Mutual Fund Products.
- IRDA and AMFI Certification Employees will be preferred
- Graduate:3-5yearsofexperience
- PostGraduate:2-3yearsofexperience
- Customerorientation
- Highenergylevelswithamotivetosucceed
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Job Description
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Job Description
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