Branch Relationship Manager - Business Development - Branch Banking

Kotak Life Insurance; Pune District; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Life Insurance in Pune is seeking a sales-oriented professional to drive Retail Liabilities and meet value, volume, and productivity metrics. You will generate revenues through CASA, cross-sell, and third-party products, sourcing new to bank customers and managing family banking relationships.

Daily contact targets and an NTB acquisition mindset are essential. Graduation in any stream with 1-2 years NTB sales experience and up to 30 years old are preferred, with high energy and

Qualifications

• Graduation in any stream is required.
• 1-2 years in NTB sales acquisition preferred.
• Age up to 30 years is preferred.

Responsibilities

• Achieve retail liabilities sales targets and branch objectives.
• Generate revenues via CASA, cross-sell, and third-party products.
• Source high-value CASA customers and manage family banking relationships.
• Contact 20 customers daily and engage 4 prospects daily.
• Upgrade customers to higher product categories.

Skills

Excellent communication

NTB sales & acquisition

Customer orientation

High energy & goal oriented

Education

Graduation in any stream

Job description

Key Deliverables

• Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics
• Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance
• Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships
• Sources new to bank customers through external individual efforts and acquisition channel
• Responsible for successfully contacting 20 customers per day.
• Responsible for meeting 4 customers/ prospects per day.
• Responsible for upgrading customers from a lower product category to high

Desired Candidate Profile

• Good communication skills
• Comfortable working in a full- fledged sales profile / NTB Acquisition
• Customer orientation
• High energy levels with a motive to succeed

Qualification, Experience & Age Criteria:

• Graduation qualification in any stream
• Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply
• Age Criteria : Maximum 30 Years of age.