Client Relationship Executive

Kotak Mahindra Bank Limited

Pune

Not disclosed

Work from Office

Full Time

Any experience

Job Details

Job Description

Service Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales

  • Handling and managing client service request.
  • Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc
  • Monitoring PDD MIS and taking care of timely closure of PDD’s.
  • Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RM’s for same.
  • Overdue renewal tracking and following up with RM to get it update timely.
  • HO monitoring activities etc

 

Job role

Work location

Pune, 1780-Pune-Nyati Unitree-Samrat Ashok Road-Yerwada-MAH, 4th Floor NYATI UNITREE, Samrat Ashok Marg, (Nagar Rd ), , Pune, Maharashtra, India

Department

Sales & BD

Role / Category

Insurance Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

About company

Name

Kotak Mahindra Bank Limited

Job posted by Kotak Mahindra Bank Limited

This job has expired

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