Area Manager-811 Premier-Digital Banking Kotak 811-RL Area Head's Office
17 hours ago
Job Description
Area Manager 811 Premier
Job Role :
- Managing a portfolio of 800-900 customers
- The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers
- Engaging with the mapped customers (via digital medium and physical meetings) to fulfil their service requirements
- Increase the Relationship Value of mapped customers
- Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans
- Increase in Relationship Value of Portfolios mapped to Relationship Officers
- Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified
Job Requirements :
- Minimum 8-10 years of Sales Experience
- Prior team management experience of at least 3 years
- Basic Excel knowledge and ability to perform non-complex data analysis
- Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRM next
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