Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Bengaluru; On-site; INR 650,000 - 900,000; Full time

Job summary

Kotak Life Insurance in Bengaluru is seeking a sales-focused professional to develop and expand High Net Worth customer relationships for liabilities by sourcing and acquiring clients. You will cross-sell bank products to existing branch customers, plan sales initiatives, coordinate with group companies to offer seamless access to products, and maintain complete relationship records with clients.

AMFI/IRDA certification is preferred; graduates with 3–5 years or postgraduates with 2–3 years are

Qualifications

• Graduate with 3–5 years of experience.
• Postgraduate with 2–3 years of experience.
• Customer-oriented profile with high energy and drive.

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 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

Skills

Customer orientation

High energy and drive

AMFI / IRDA certified

Education

Graduate degree

Postgraduate degree

Job description

About The Role

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