Branch Relationship Manager

1 week ago


Morbi, Gujarat, India Kotak Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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


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