Engineers (Maharashtra)

Kotak Mahindra Life Insurance - Date posted: 10 Nov 2018
Manage Bank business on daily basis by visiting points of sales in set existing relationships within a defined territory by meeting all concerned personnel. Build excellent relationship with all concerned personnel at point of sales and fulfill all service related matters at the assigned Branches. Do personal and telephonic interaction with existing Bank relationships for business mobilization and ensuring maximum conversion of loan borrowers for Credit Life cover Do personal and telephonic interactions with borrowers as facilitation/support to Branch personnel. Handle/resolve queries from relationships efficiently on daily basis. Organize timely completion of trainings/refresher trainings on regular basis and as and when required across region. Preparing/collating weekly reports on the outcome of interactions with the relationships for submission to concerned personnel. Regular tracking/interaction with concerned personnel in the relationships for weekly or fortnightly MIS/details. Regular tracking of pending documents and ensuring complete conversion. Interaction/tracking of Medical cases with concerned personnel of KLI and relationships ensuring timely completion of MT and subsequent conversion....

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