Circle Manager Distribution-Srgtasc-Government BusinessRegional sales

21 hours ago

Jalandhar, India Kotak Life Insurance Full time

About The Role  

Circle Manager - Government Business 
Department Retail Liabilities - Government Business Reporting Relationship Regional Manager - Government Business

  • CM is expected to manage a set of KAM/DM and ensuring that the team is achieving the monthly targets. Must be handling in state head role (GB) in a leading bank
  • 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.
  • Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, FX, Electronic Transfers, Online Payment Gateway, Asset business & other banking & financial products to the Govt clients
  • Create a rapport with the top management of all the clientele
  • Generate leads for other banking products offered by the bank like assets, insurance, TPP etc.
  • 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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