Relationship Manager - Marketing Branches Operations

Kotak Life Insurance; Chandigarh; On-site; INR 6,00,000 - 10,00,000; Full time

Job summary

A reputable insurance provider in Chandigarh is seeking a professional with extensive banking experience to enhance the deposit pool and manage branch operations. The ideal candidate should possess strong sales experience and leadership skills. Responsibilities include selling financial products, ensuring regulatory compliance, and boosting team productivity. An MBA, CA, or CAIB is preferred for this pivotal role.

Qualifications

• 6 years of overall banking experience, with 3-4 years in retail liabilities.
• Exposure to liabilities products preferred.

Responsibilities

• Enhance deposit pool from customers.
• Establish standards and deliver service.
• Achieve sales targets for non-deposit products.
• Manage productivity and morale of branch team.

Skills

Sales experience

Leadership skills

Banking knowledge

Customer service orientation

Education

MBA or CA or CAIB

Job description

Overview

Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of MF and Insurance products. Fee Income. Branch Administration. Regulatory Compliance. Manage productivity and overall morale of branch team members. Overall responsible for break-even and P&L of branch.

Responsibilities

• Enhancement of deposit pool from customers
• Establishing standards and delivery of service
• Sale of non-deposit products; cross selling targets progressively
• Sale of mutual funds and insurance products
• Generate Fee Income
• Branch administration
• Regulatory compliance
• Manage productivity and overall morale of branch team members
• Overall responsible for break-even and P&L of branch

Qualifications

• Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities
• Must have had Sales experience and exposure, preferably of Liabilities products
• MBA / CA / CAIB
• Good Leadership skills (though more tactical than strategic)

Thinker/Doer

Thinker: Doer 40:60

In-depth understanding of financial instruments, markets and macro micro economic processes

Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT

Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.