Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; India; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Life Insurance in India seeks a results-driven sales professional to develop high net worth customer relationships for liabilities, sourcing new customers through external efforts and an acquisition channel.

You will cross-sell bank products to existing branch clients, inform customers of new products, plan sales initiatives, coordinate with group companies for access to other products, and maintain complete relationship records.

Qualifications

• Graduate or Postgraduate with relevant experience.
• Customer orientation and high energy are essential.
• AMFI/IRDA certification 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 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

Drive

Sales orientation

Education

Graduate - 3-5 years experience

Postgraduate - 2-3 years experience

Tools

AMFI / IRDA certification

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