Branch Relationship Manager - Branch Banking

Kotak Life Insurance; Vedapatti; On-site; INR 500,000 - 750,000; Full time

Job summary

Kotak Life Insurance seeks a sales-focused professional to develop and expand high net worth customer relationships, sourcing customers for liabilities and cross-selling bank products. The role involves external acquisition, coordinating with group companies for seamless product access, and maintaining detailed relationship records to ensure customer satisfaction.

Ideal candidates have Graduate or Post Graduate education with 3–5 or 2–3 years of experience respectively, and AMFI/IRDA

Qualifications

• Graduate: 3–5 years of experience required.
• Post Graduate: 2–3 years of experience required.
• AMFI/IRDA certification is preferred.

Responsibilities

• Develops new and expands High Net worth customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external individual efforts and acquisition channels.
• Cross-sells bank products to existing Branch customers and coordinates with other group companies.
• Maintains complete relationship records and tracks customer queries and satisfaction.

Skills

Customer orientation

High energy and drive

AMFI/IRDA certification preferred

Education

Graduate

Post Graduate

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.

JOB REQUIREMENT:

Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience

Customer orientation High energy and drive AMFI / IRDA certified is preferred.