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

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