Area Manager-811 Premier-Digital Banking Kotak 811-RL Area Head's Office

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