Relationship Officer-Branch Banking-Branch Banking

Kotak Life Insurance; Ernakulam; On-site; INR 400,000 - 700,000; Full time

Job summary

Kotak Life Insurance seeks a customer-centric professional to manage service and sales tasks including bank and DMAT account openings and grievances. The role emphasizes fast, efficient service and achieving sales targets for banks and investment products.

The candidate will enhance customer value through cross-selling asset products, support relationship managers for HNI clients, and drive new customer acquisition via referrals.

Responsibilities

• Handle customer service requirements such as account openings (including banking and DMAT), grievances, and liability product selling.
• Ensure speed and efficiency of service delivery while achieving sales targets for banks and investment products.
• Cross-sell asset products and provide value-added services beyond customer expectations.
• Back-up to relationship managers handling HNI relationships and assist in customer acquisition through referrals.

Job description

JOB ROLE

• Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
• Speed and efficiency of service given
• Sales targets for banks and investment products.
• Going beyond the professional need of the customer by providing other products. Enhancement of customer value
• Cross-sale of asset products
• Back-up to relationship managers holding HNI relationship
• Customer acquisition through referrals

JOB REQUIREMENT

• Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew
• Thorough understanding of banking
• Customer Retention
• Cost Efficiency Through Process