Area Manager-811 Premier-Digital Banking Kotak 811-RL Area Head's Office
Kotak Mahindra Bank
8 - 10 years
Mumbai
Posted: 02/07/2025
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
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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