Branch Relationship Manager - Business Development-BRANCH BANKING

Kotak Mahindra Bank; Mumbai; On-site; INR 6,00,000 - 10,00,000; Full time

Job summary

A leading financial institution in Mumbai is seeking a driven Branch Relationship Manager to enhance business development and customer relationships. The ideal candidate will spearhead efforts to acquire new customers and deepen existing relationships through exceptional customer service and sales of retail liabilities. This role requires strong sales abilities and a passion for achieving business targets.

Qualifications

• Proven experience in sales, customer service, or relationship management.
• Strong interpersonal skills and the ability to engage with customers effectively.
• Goal-oriented and capable of meeting business targets.

Responsibilities

• Generate revenue through sales and cross-sell products.
• Source high-value customers and build relationships.
• Meet daily customer contact and prospecting targets.

Skills

Customer service

Sales experience

Relationship management

Job description

We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets. Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.

Responsibilities

• Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
• Source high-value CASA customers and build comprehensive family banking relationships.
• Acquire new-to-bank customers through personal efforts and acquisition channels.
• Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
• Upgrade customers from lower product categories to premium offerings.
• Deliver excellent customer service and maintain long-term relationships.