Client Servicing Manager - Bhopal 2 (Raj Bhawan)

Position: Client Servicing Manager (CSM) Job Title: Deputy Manager Department: Credit Life (FIG) Education: Graduate / Post Graduate Work Location: Bhopal Experience: 3 years + Role Purpose To act as the primary service interface between Kotak Life and Credit Life business partners, ensuring seamless servicing, timely query resolution, accurate reporting, and effective stakeholder management. The role supports business growth by delivering high-quality service, maintaining operational efficiency, and ensuring client satisfaction through proactive communication and service excellence. Key Responsibilities Client Servicing & Relationship Management Serve as the single point of contact for assigned Credit Life clients and business partners. Build and maintain strong relationships with client representatives. Ensure timely resolution of client queries, service requests, and operational issues. Provide regular updates to clients on transactions, policy issuance, claims status, premium processing, and service requests. Conduct periodic service review discussions with clients to improve service delivery. Sales Support Support sales and relationship teams in servicing existing clients and onboarding new business. Coordinate with internal stakeholders to ensure seamless implementation of new schemes/programs. Generate and share business MIS, portfolio reports, and analytical insights with sales teams. Assist sales teams in addressing operational and servicing-related client requirements. Operational Coordination Coordinate with underwriting, operations, finance, claims, and technology teams for smooth execution of business processes. Track service level commitments and ensure adherence to agreed timelines. Escalate critical issues and drive resolution through cross-functional collaboration. Ensure data accuracy and completeness across all client transactions. MIS & Data Management Manage large volumes of business and client data using MS Excel. Prepare and maintain periodic MIS, dashboards, reconciliations, and performance reports. Analyze data trends and highlight actionable insights for business stakeholders. Ensure timely sharing of operational and business reports with clients and internal teams. Communication & Stakeholder Management Draft professional emails, service communications, and client updates. Handle client correspondence effectively while maintaining service quality standards. Coordinate with senior stakeholders for issue resolution and business updates. Ensure clear, accurate, and timely communication across all stakeholders.