Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Chennai District; On-site; INR 400,000 - 700,000; Full time

Job summary

Kotak Life Insurance in Chennai is seeking a dynamic professional to develop new and expand existing high net worth customer relationships for liabilities by sourcing clients and cross-selling bank products.

You will plan special sales initiatives, coordinate with other group companies for seamless access to products, and maintain complete relationship records while driving customer satisfaction.

Qualifications

• Graduate with 3–5 years of experience; Post Graduate 2–3 years preferred.
• Customer-oriented with high energy and drive.
• AMFI/IRDA certification preferred.

Responsibilities

• Develops new and expands existing high net worth customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external efforts and acquisition channels.
• Cross-sells bank products to existing branch customers and informs customers of new products.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with group companies to provide seamless access to products.
• Maintains complete relationship records and tracks inquiries to ensure customer satisfaction.

Skills

Customer orientation

High energy

Sales certification

Education

Graduate degree

Postgraduate degree

AMFI/IRDA certified

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