Branch Relationship Manager
Kotak Life Insurance · Morvi, Gujarat, India
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Kotak Life Insurance · Morvi, Gujarat, India
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