Company

Kotak MahindraSee more

addressAddressHyderabad, Telangana
CategorySales

Job description

Relationship Manager – National Pension System (NPS):

Job Role:

  • To source new corporate NPS relationships
  • Activate Pre-existing relationships for NPS (such as existing clients of Corp Sal/Life Insurance/Corporate Banking/wholesale banking/treasury etc.) by coordinating with respective department/relationship manager.
  • Handle end-to-end activities such as presentation, proposal submission, corporate empanelment, documentation; employ enrolment, engagement /helpdesk activity for maximization of business and new enrollment.
  • Help in enrolling newly joined employees, contribution processing, MIS, non-financial transaction processing, help desk for existing clients, refund processing, Grievance handling etc.
  • Intra department coordination (coordinate with cross functional departments for receiving leads, coordinate with legal team for handling queries pertaining to NDA/SLA, coordinate with CPC for form processing/PRAN generation/rejection/contribution processing etc.)
  • Coordinate & support NPS enabled branches for maximizing NSP offering to Bank customers.
  • Coordinating and managing existing corporates / subscribers to avoid escalations.

Job Requirements:

  • 2-4 years of experience in corporate/retail sales preferably in National Pension System or Banking/Financial/Investment products.
  • Proven track record of driving customer first focus and achieving the sales target
  • Relationship Management with a customer centric approach .
  • Should be result oriented, go getter with a high passion for numbers and ability to work under pressure
  • Candidate should have basic Presentation and Training Skills


Refer code: 966197. Kotak Mahindra - The previous day - 2024-03-23 08:07

Kotak Mahindra

Hyderabad, Telangana

Share jobs with friends