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

Job description

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