State Relationship Manager-Digital Banking Kotak 811-Regional Sales

Kotak Life Insurance; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Life Insurance in Mumbai is seeking a Relationship Manager for Branch Banking to build and expand High Net Worth customer relationships. You will source new customers, cross-sell bank products, and manage end-to-end relationship care.

The role requires graduates or postgraduates with 2–5 years of experience in customer-facing roles, high energy, and a customer-centric mindset. AMFI/IRDA certification is preferred.

Qualifications

• Graduate-level education with relevant experience in customer-facing roles.
• Strong interpersonal and communication skills.
• Ability to work in a target-driven banking environment.

Responsibilities

• 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 channels.
• Cross-sells bank products to existing branch customers.
• Informs customers of new products or product enhancements to grow the relationship.
• Plans and conducts sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide access to products.
• Maintains complete relationship records for assigned accounts.
• Tracks customer complaints/queries and ensures timely resolution.

Skills

Customer orientation

High energy and drive

Job description

About The Role

Relationship Manager Branch Banking Branch Banking

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

JOB REQUIREMENT:

Graduate - 3 -5 years of experience

Post Graduate - 2 -3 years of experience

Customer orientation

High energy and drive

AMFI / IRDA certified is preferred