Client Servicing Manager Jobs in Mumbai - Kotak Life

Client Servicing Manager
Kotak Life
Kotak Life
Last Date 23 Apr 2021
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Kotak Life - Job Details

Date of posting: 23 Feb 21
Job Title: Client Servicing Manager

Education: Any graduate except BA

Work Location: Powai, Mumbai

Experience: 2-3 years in Client servicing

Language: English, Hindi, Marathi

Roles and Responsibilities:;Corporate Client Servicing role. B2B model.
Candidate will be managing existing clients of Financial Institution Group who are mainly NBFCs, HFCs, MFI, SFB’s, and Co-op Banks etc.
Building up strong relationship with the middle & senior management of clients by meeting them personally and frequently.
Addressing & solving client queries in a productive manner by coordinating with Operations, Claims, Underwriting, IT, mid office & departments at KLI HO & clients -
Operations Coordination –

MIS, premium, cancellation, foreclosures, data recon & so on
Periodic audit & allied activities
Bank statement and balance confirmation follow-up
Brokerage/ CA commission process, working, allied activities & follow up
Claims Coordination –

Claims Follow up including WIP cases/ Re-NEFT cases/ Stale cheque cases/ Pending Nominee details cases & any such other activates related to claims.
Claims audit certificate & allied activates.
Underwriting Coordination –

End to end underwriting follow-up (From Medical intimation up to either conversion/refund)
IT Coordination –

Suraksha portal/ API initiation
Raining the client on Suraksha portal/ API
Maintaining & updating relevant trackers on business volume, penetration, projections, and product details.

Ensuring the services or other requirements related to all above parameters are delivered within TAT by coordinating with all concerned teams at both ends.
Client engagement with our internal teams (Ops/ Claims/ Underwriting) by ensuring periodic meetings/ reviews with clients proactively.
Knowledge of Excel, drafting business mails.
Very good Oral & written communication skill in English.
Critical thinking ability, need to find solutions quickly for critical issues.
Good Logical reasoning ability.

Quick learner & need to be ready to learn new things and keep updating knowledge about products & processes.

Job Summary

Job Type : 0
Job Role : HR / Admin
Job Category : Diploma,Recruitment
Hiring Process : Face to Face Interview
Who can apply : Experienced (2 to 3 yrs)

About Kotak Life

Kotak Life
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This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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Kotak Life recruiting Client Servicing Manager Experienced(2 to 3 yrs) candidates candidates nearby Mumbai.Kotak Life vacancies for Client Servicing Manager is recruited through Written-test, Face to Face Interview etc.
Kotak Life Company recruits a lot of Experienced(2 to 3 yrs) candidates candidates every year based on the skills . The candidates with ME/M.Tech, M.Com, BBA/BBM, BSc, BCA, MBA/PGDM, BE/B.Tech, MS, 12th Pass (HSE), PG Diploma, MSc, Diploma, B.Com, MCA are selected to full fill the vacancies in HR / Admin job field. The candidates nearby Mumbai can apply for Client Servicing Manager position in Kotak Life. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Kotak Life recruitment, candidates are mostly chosen for the department of HR / Admin . To learn more about the current jobs and other details, it is better to go through official site of Kotak Life and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Kotak Life and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Kotak Life and near your city and get a secured career.