District Manager Distribution-Srgtasc-Government Busines

3 days ago

Ludhiana, India Kotak Life Insurance Full time

District Manager Distribution-SRGTASC-Government Business Regional sales

DepartmentRetail Liabilities - Government BusinessReporting RelationshipCircle Manager - Government Business

  • Acquisition & servicing of Govt. clients in the field of Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, Autonomous Bodies etc.
  • To add incremental CASA & cross-sell products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. DM/KAM is expected to achieve the monthly & annual targets.
  • Develop & maintain client relationships. Act as a major point of contact for clients in assigned territory.
  • Identify new business opportunities & potential clients. Provide excellent customer Service & ensure client satisfaction.
  • Visit clients regularly in the assigned territories, organize & attend client meetings, Product presentations.
  • Maintain accurate records of client interactions & drive respective sales performance.

  • Work closely with the Branch Banking for ensuring efficient service to clients

  • Relevant work experience of 7-8 yrs. and above, Must be handling a sizable GB CASA book in the existing bank

  • Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank.
  • Knowledge of PFMS/SNA/CNA accounts
  • Knowledge of state & central government schemes
  • Good Network with state government officials.
  • Through knowledge on CMS products
  • Accuracy and analytical ability on MIS, Eye for details, Meticulous
  • MBA/Post graduate preferred

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