Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Coimbatore District; On-site; INR 500,000 - 800,000; Full time

Job summary

Kotak Life Insurance in Coimbatore, Tamil Nadu, seeks a proactive Relationship Manager to develop and expand High Net Worth customer relationships for liabilities. You will source new bank customers through external efforts and acquisition channels, and cross-sell bank products to Branch clients to deepen banking relationships.

The role requires a graduate with 3–5 years of experience, strong customer orientation, high energy, and AMFI/IRDA certification preferred.

Qualifications

• Graduate - 3-5 years of experience
• Post Graduate - 2-3 years of experience
• Customer orientation
• High energy and drive
• AMFI / IRDA certified is preferred

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

Skills

Customer orientation

High energy

Sales drive

AMFI/IRDA preferred

Education

Graduate

Post Graduate (optional)

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