Branch Relationship Manager

Kotak Life Insurance; Morbi; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Life Insurance in India seeks a sales professional to grow high-net-worth liabilities by sourcing customers and acquiring new bank clients. The role includes cross-selling bank products to branch customers and informing them about improved offerings, while coordinating with group companies for seamless access.

Responsibilities cover planning sales initiatives, maintaining complete relationship records, and monitoring customer queries and satisfaction to drive service quality.

Responsibilities

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers
• Sources new bank customers through external individual efforts and acquisition channel
• Cross sells bank products to existing set of Branch customers which are mapped
• Informs customers of new products or product enhancements to further expand the banking relationship
• Plans and conducts special sales initiatives and events for prospective and existing clients
• Coordinates with other group companies to provide seamless access to other products
• Maintains complete relationship record for assigned customer accounts
• Tracks customer complaints/queries and turnaround times for customer satisfaction

Job description

Job Role:

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers


• Sources new bank customers through external individual efforts and acquisition channel


• Cross sells bank products to existing set of Branch customers which are mapped


• Informs customers of new products or product enhancements to further expand the banking relationship


• Plans and conducts special sales initiatives and events for prospective and existing clients


• Coordinates with other group companies to provide seamless access to other products


• Maintains complete relationship record for assigned customer accounts


• Tracks customer complaints/queries and turnaround times for customer satisfaction