Branch Relationship Manager - Branch Banking - Branch Banking

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

Job summary

Kotak Life Insurance in Surat seeks an experienced Relationship Manager to grow High Net Worth banking liabilities by sourcing new clients and expanding existing relationships. You will coordinate with branch networks and other group companies to offer seamless access to products and services.

The role emphasizes cross-selling, presenting new products, planning sales initiatives, and maintaining complete customer records while ensuring fast resolution of queries and high customer satisfaction.

Qualifications

• Graduate with 3–5 years of experience; Post Graduate with 2–3 years is preferred.
• Customer orientation and high energy with drive.
• AMFI / IRDA certification is preferred.

Responsibilities

• Develops and expands High Net Worth customer relationships for liabilities by sourcing customers.
• Sources new bank customers through external efforts and acquisition channels.
• Cross-sells bank products to existing branch customers.
• Informs customers of new products or enhancements to grow the relationship.
• Plans and conducts sales initiatives and events for prospects and clients.
• Coordinates with group companies to provide access to other products.
• Maintains complete relationship records for assigned accounts.
• Tracks complaints/queries and turnaround times for satisfaction.

Skills

Customer orientation

High energy and drive

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