Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Rajkot; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Life Insurance in Rajkot, Gujarat, is seeking a professional to develop and expand High Net Worth customer relationships for liabilities by sourcing clients. You will source new bank customers through external efforts and acquisition channels, and cross-sell bank products to existing branch customers.

The role also involves planning sales initiatives, coordinating with group companies for access to other products, and maintaining complete relationship records.

Qualifications

• Graduate with 3-5 years of experience or Postgraduate with 2-3 years of experience.
• Customer orientation and high energy levels are required.
• AMFI or IRDA certification is 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 branch customers.
• Informs customers of new products or product enhancements to expand banking relationships.
• Plans and conducts special sales initiatives and events for prospects and existing clients.
• Coordinates with group companies to provide seamless access to other products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and improves turnaround times.

Skills

Customer sourcing

Cross-selling

Relationship management

High energy

Education

Graduate

Post Graduate

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