Branch Relationship Manager - Branch Banking - Branch Banking

Kotak Life Insurance; Vaishali; On-site; INR 450,000 - 600,000; Full time

Job summary

Kotak Life Insurance is seeking a Branch Relationship Manager for Bihar. The role focuses on developing and expanding high net worth customer relationships by sourcing customers and coordinating across channels.

You will cross-sell bank products to existing branch clients, inform customers about new products, and plan targeted sales initiatives. Strong coordination with group companies ensures seamless access to all products.

Qualifications

• 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 description

About The Role

Branch Relationship Manager

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