Relationship Manager - Hni-kotak Private Banking-relationship Manager @ Life insurance

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Relationship Manager - Hni-kotak Private Banking-relationship Manager

Life insurance
1 - 5 years
Chennai
8 months ago
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Job Description

About The Role Job Role

Data Acquisition

Using publicly available resources like internet and directories

Using existing social/professional network to generate references

Area mapping for generation of Databases for ultra HNIs and mid sized corporate

Data Mining

Study existing databases to figure out possible prospects

Liaise with other group/non group entities to generate future business

Prospect Ownership

Schedule meeting of attached RM with the prospects

Update the same on CRM systems

Accompany RM for these meetings

End to end follow up with the RM till conversion

Job Requirements

Excellent written and oral communication skills

Selling Skills

Proficient in Microsoft Applications - Excel, Word & PowerPoint

Experience in investment/financial services industry

Teamwork and Collaboration

Relationship Building

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: Kotak Life Insurance
Location(s): Chennai

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Keyskills: financial services microsoft applications relationship management private banking crm gsm bts nokia ultra ceragon node b flexi bts rnc written and oral communication nokia bsc ultra fiu 3g 2g installation acquisition wealth management nokia bts lte

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Life insurance

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse o...

Relationship Manager - Hni-kotak Private Banking-relationship Manager @ Life insurance

Home > Banking Operations