Chennai
Full-Time
Junior: 1 to 3 years
4L - 6L (Per Year)
Posted on Feb 25 2023

Not Accepting Applications

About the Job

Skills

Sales
Insurance
Mutual Funds
Portfolio Management

We are Hiring!!!


Leading Bank Hires


Designation : Deputy Manager


Salary Max upto 6L


Roles and Responsibilities:

The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak

811. As a part of the team the Relationship Officer will be responsible for:-

1. Managing a portfolio of 800-900 customers

2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value

3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans

 

Basic Requirements:

1. Minimum 2-3 years of Sales Experience/ Key Account Management

2. Good Communication skills

3. Basic Excel knowledge and ability to perform non-complex data analysis

4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext.


Mandatory Requirement:

1.AMFI/EUIN and IRDAI SP Certification


Preferred Profiles:

1.Previous experience as a Relationship Manager in Banking, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sale


Interested candidates contact 9384822938

About the company

PROV HR SOLUTIONS PRIVATE LIMITED Erstwhile Provident HR Solutions established in 2013 is one of the leading recruitment consulting organization catering to the Human Resource requirements of a large number of companies in India. We provide a range of Search, Selection and Advertised Recruitment services and we work closely with our clients to fulfill their recruitment needs.

Industry

Human Resources Services

Company Size

11-50 Employees

Headquarter

Chennai

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