Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Life Insurance in Mumbai is seeking a dynamic professional to develop and expand high net worth customer relationships for liabilities by sourcing clients. The role involves cross-selling bank products and coordinating with group companies to provide seamless access to services.

The candidate should be graduate with 3–5 years of experience in customer-facing roles; postgraduate candidates with 2–3 years of experience are preferred. AMFI/IRDA certification is a plus.

Qualifications

• Graduate with 3–5 years of experience in customer-facing roles.
• Post Graduate with 2–3 years of experience is preferred.
• AMFI / IRDA certification 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 branch customers and informs customers of new products or product enhancements.
• 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 records for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills

Customer orientation

Education

Graduate

Postgraduate

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