K
Kotak Life Insurance
Branch Relationship Manager
2 months ago
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Important information
Contract type:
Permanent
Location:
Morbi, Gujarat, India
Work mode:
Onsite
Published on:
11 September 2026
What they need
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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