Regional Manager-Customer 360

3 days ago


Pune India Kotak Mahindra Bank Limited Full time

Job Description - Interact with mapped customers via meetings, video calls, and telephonic conversations. - Handle a mapped book of 1000-1500 customers across 2-3 branches (C Category). - Demonstrate and enroll customers in digital banking services. - Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center). - Achieve monthly sales and revenue targets. - Deepen existing relationships in CA, SA, and TD segments. - Ensure customer stickiness and upgrade category. - Handle service requirements like account opening, cheque book issuance, and product feature explanation. - Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion. - Drive service activations and customer acquisition through referrals and family households.



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