Branch Relationship Manager - Branch Banking - Branch Banking

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

Job summary

Kotak Life Insurance is seeking a Branch Relationship Manager to develop and expand high net worth customer relationships by sourcing new customers and cross-selling banking products. The role requires proactive outreach through external efforts and acquisition channels, with a focus on enhancing overall banking relationships.

Ideal candidates will have graduate (3-5 years) or postgraduate (2-3 years) experience, strong customer orientation, high energy, and AMFI/IRDA certification is preferred.

Qualifications

• Graduate with 3-5 years of experience.
• Post Graduate with 2-3 years of experience.
• Customer orientation, high energy and drive.
• 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 channels.
• Cross-sells bank products to existing Branch customers.
• Informs customers of new products or product enhancements to 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 records for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction.

Skills

Customer orientation

High energy and drive

AMFI/IRDA certification

Education

Graduate

Post Graduate

Job description

About The Role

Branch Relationship Manager - BRANCH BANKING - Branch Banking

JOB DESCRIPTION

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