Relationship Manager - Branch Banking-Branch Banking-Branch Banking
Kotak Mahindara Life Insurance · Remote · onsite · Posted 41d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Role
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
Sourced from naukri
Skills
Customer ServiceCross SellingBranch BankingIRDASales initiativesCustomer ComplaintsMutual FundsBusiness DevelopmentMFAMFIWealth ManagementCASASalesAcquisitionfinancemarketingBranch ManagementRelationship Management
About Kotak Mahindara Life Insurance

Kotak Mahindara Life Insurance
Insurance
16.0k+
employees
2001
25 years old
Mumbai, Maharashtra
India
₹6.7L PA avg
Avg at Kotak Mahindara Life Insurance
About
This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.
Industries
InsuranceBanking / Insurance / AccountingFinancial Services
Employee ratings
10 reviews
3.6/ 5
Culture
1.7
Career growth
1.8
Work-life
1.8
Employees rate it well for
Job Security37Overall Company36
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