Team Manager 811 Relationship |Digital Banking Kotak 811|Sales
- Category: Bank Jobs
-
- Location: Surat, Gujarat
- Jop type:
- Salary: $
Job Title: Team Manager 811 Relationship
Grade: M3/M4
The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak
811. The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers
whose primary responsibilities are: -
1. Managing a portfolio of 800-+00 customers
2. Engaging with the mapped customers (via digital medium and physical meetings) to fulfil
their service requirements
3. Increase the Relationship Value of mapped customers
4. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance
Products ( Life and Non-Life), Credit Cards and Loans
Key Responsibilities:
1. Increase in Relationship Value of Portfolios mapped to Relationship Officers
2. Ownership of Top line targets across Investment Products, Insurance and Asset Products
3. Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified
4. Driving Resource Activation across Investment Products and Asset Products
Basic Requirements:
1. Minimum 8-10 years of Sales Experience
2. Prior team management experience of at least 3 years
3. Excellent Communication skills
4. Basic Excel knowledge and ability to perform non-complex data analysis
5. Basic understanding of Customer Relationship Management (CRM) tools like salesforce,
CRMnext
6. AMFI/EUIN and IRDAI SP Certification
Preferred Profiles:
1) Previous experience as in Banking, Key Account Management, Insurance Direct Sales ( Life or
General), Securities Sales or other financial products sales
3.00-8.00 Years
Related jobs
-
Branch Head
Description Responsible for growth of banking business at the branch level through business development, customer servicing. Also responsible for customer acquisition strategy and establishing / maintaining relationship with high net worth individual...
-
Business Banking Executive|RL Sales|Sales
Job Role- .Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics .Responsible for generation of revenues through sale of CA, X-Sell and Third ...
-
RELATIONSHIP MANAGER
Sourcing / Acquisition of Home/Business Loan customers to the Bank Meeting builders/associations for tie ups for housing loans and mortgage loans Micro marketing activities at potential locations, markets, builders to build a good sales pipeline Tick...